Equity Advisor Full-time Job1 year ago - NBFC - Kanpur - 96 views
Roles and Responsibilities:
- Handling a select group of retail clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
- Responsible to generate brokerage primarily through advising clients on their equity portfolio
- Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
- Will need to be constantly updated with the market knowledge
- Ensure all the activities are in adherence as per compliance and risk.
- Keeping the clients updated on their orders
- Graduate/Post Graduate
- 01 to 05 years in broking business.
- NISM 8 is required
- Knowledge of broking , operations knowledge, risk profiling of client along with technical and fundamental understandings
- Knowledge of trading applications
Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,563 business locations spread across 555 cities and the online channel to over 738,156 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions.
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