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Equity Dealer
Motilal Oswal Financial Services Limited
Surat, Gujarat, India · Full Time
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- Experience
- Any
- Salary
- INR 25,000 – INR 60,000 / month
- Openings
- 1
- Posted
- 1 hour ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
Job description
About the Company
Motilal Oswal Financial Services Limited is a leading financial services provider.
Role Overview
The position available is for an Equity Advisor / Dealer responsible for handling various aspects of equity dealing and advisory services.
Key Responsibilities
- Execute orders on behalf of clients efficiently and accurately.
- Provide expert advisory services aimed at increasing Assets Under Management (AUM) and promoting relevant financial products.
- Engage in cross-selling a wide range of third-party investment products, including insurance, mutual funds, portfolio management services (PMS), systematic investment plans (SIPs), tax-saving schemes (TGS), alternative investment funds (AIF), bonds, fixed deposits (FD), unlisted shares, Investment Advisory Products (IAP), and other offerings from MOFSL.
- Acquire new clients while maintaining and retaining the existing client base.
- Conduct client meetings to understand their investment needs and offer tailored solutions.