Sr. Executive - Advisor - DAD
Motilal Oswal Financial Services Ltd
Motilal Oswal Tower
6d ago

Sr. Executive - Advisor - DAD

Position ID : RA-2120-6064 Location : Motilal Oswal Tower Department : Motilal Oswal Financial Services Limited Minimum Experience : 0 Job Description : 1.

Key Responsibilities : R Responsible to generate brokerage primarily through advising clientson their equity portfolio 2.

Develop and maintain a long term relationship with customers tomaintain a high level of retention of the existing customers and focus ongenerating new business 3.

Will need to be constantly updated with the market knowledge 4. Ensure all the activities are in adherence as per compliance andrisk.

5. Keeping the clients updated on their orders 6. Crossing selling third party products like Mutual fund, SIP, and PMS

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