Motilal Oswal Hiring for Equity Dealer at Patna, Bihar, India Full Time

Job Description

KRAProfile :?~ 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.?~ Identifying, acquiring, developing and maintaining customer relationships.?~ 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, IPO?EUR(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 ?,15,000.00 per monthSchedule:

• Morning shift

Supplemental Pay:

• Performance bonus

Ability 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)