Motilal Oswal Looking for Equity Dealer at Patna

Job Description

 KRAProfile a Will be responsible for managing the portfolio of the clients for providing them with better investment solutions services to facilitate easy wealth creation a Acquisition Financial Advisory Portfolio Management Investment Advisory and Wealth Management with product experience in Mutual Fund SIP Fixed Income General Insurance and PMS Currency Commodity etc a Procuring the potential clients through networking database market analysis and references a Generating cross-sell revenue and doing 360 degree financial planning by wealth management a Managing and improving relationship values through latest updates development in market a Liaison with operations team to resolve queries and revenue generation a Comply with organizational guidelines and norms a Cross-sell products and services to both new existing HNI Ultra HNI clients as per their lifestyle risk profiling and requirements through financial planning process a Identifying acquiring developing and maintaining customer relationships a Maintaining up to date knowledge of competitor activity products and services Desired Competencies for all the position o Adequate knowledge financial products like Equity Commodity Currency Mutual Funds IPOaEUR TM s loans and Insuranceo Excellent communication skillso Excellent objection handling and conflict management skillso Excellent relationship management skillso Efficient selling skills o NISM certified candidates will be preferred Others Two- wheelers will be preferred Job Type Full-timePay From a 15 000 00 per monthSchedule Morning shiftSupplemental Pay Performance bonusAbility to commute relocate Patna Patna – 800001 Bihar Reliably commute or planning to relocate before starting work Required Experience Investment Management Financial Advisory Occupations 1 year Preferred total work 1 year Preferred