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Advisor@Motilal Oswal Financial Services Limited

Company Name Motilal Oswal Financial Services Limited
Location MUMBAI, India
Job Type Advisor
Job Description

Company Profile : 

Motilal Oswal Securities Ltd.* is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well diversified firm offering a range of financial products and services.

Job Description : 
 
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 
  • Track the Affluent & Super Affluent  Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.

PRE-REQUISITES: -

Job will be to be in touch with the HNI clients of PMS and Mutual Fund and provide them the quality inputs with following objective:-

  1. Prevent redemption of their existing portfolios
  2. Tap the upsell and cross sell opportunities
  • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.

Candidates Profile :  

Qualifications: -

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP/CFA will be an advantage.

Desired Skill Set:

  • Ability to inspire trust and confidence in clients.
  • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well being.
  • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
  • Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
  • Good oral and written communication skills with clarity of thought, speech and expression
  • Good interpersonal skills
  • Good Analytical Skills 

General Competencies:

  • Positive attitude, socially effective, high level of perseverance and patience
  • Assertive & hard working
  • Result oriented

Salary :  As per industry standards,

Interested candidates can mail their updated

resumes at “Placement@fpa.edu.in” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 15/11/2019

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