Insurance Advisor

About the job

Company Name: Motilal Oswal Financial Services Ltd

Designation: Financial Advisor (Adviser - Dealer)

Location: Varachha Main Road, Surat

Job Responsibilities:

• Responsible for trading on behalf of clients. Providing insights and investment advice to the potential and existing clients. Responsible for reactivation of dormant clients.

• Business/ Operational/ Functional/ Financial Perspective:

• Execute the orders on behalf of clients by doing pre trade - post trade confirmation.

• Develop and maintain a long-term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business.

• To maintain a synergetic relationship with Relationship Managers - Sales, by supporting their sales efforts to enhance business.

• Responsible to ensure all activities are in adherence as per Compliance.

• Responsible to generate brokerage primarily through giving MOFSL research to clients on their equity/commodity/currency portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.

• Responsible for reactivation of dormant clients.

• Ensure growth in client by converting leads.

• To enhance profitability of the business by ensuring cross selling of other financial products of the organization like mutual funds, insurance, FD, IPO, PMS etc.

• It is a Full Time Sales / Business Development job for candidates with 6 months - 2 years of experience.