VCap Money Motilal Oswal Group
Sharing the “ Manpower Requirements “ of the Company.:
We have Manpower requirements for different locations :
Number of Position: 120
Qualification : B.com / MBA / BBA ( Marketing or Finance ) / Other Financial courses.
Financial Advisor Profile : ( For Calling and Trading and Marketing) Stipend/ Salary : ( Interview Basis)
Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
We have Manpower requirements for different locations :
Number of Position: 120
Qualification : B.com / MBA / BBA ( Marketing or Finance ) / Other Financial courses.
Financial Advisor Profile : ( For Calling and Trading and Marketing) Stipend/ Salary : ( Interview Basis)
Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.
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.
Procuring the potential clients through networking, database, market analysis and references.
Generating cross-sell revenue and doing 360 degree financial planning by wealth management.
Managing and improving relationship values through latest updates & development in market.
Liaison with operations team to resolve queries and revenue generation.
Comply with organizational guidelines and norms. 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.
Comply with organizational guidelines and norms. 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.
Identifying, acquiring, developing and maintaining customer relationships.
Maintaining up to date knowledge of competitor activity, products and services.
Desired Competencies for the position:
Adequate knowledge financial products like Equity, Commodity, Currency, Mutual Funds, IPO’s , loans and Insurance
Excellent communication skill
Excellent objection handling and conflict management skills
Excellent relationship management skills
Efficient selling skills
NISM certified candidates will be preferred.