Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Equity Advisor – Wealth Management
Company: Motilal Oswal Financial Services
Location: Delhi,Gurugram,Jaipur
Employment Type: Full-time
Key Responsibilities
- Executed client orders efficiently while ensuring accuracy and timely service.
- Provided investment advisory services with a focus on AUM growth and product penetration.
- Cross-sold a diverse range of third-party investment and financial products, including Insurance, Mutual Funds, PMS, SIPs, TGS, AIFs, Bonds, Fixed Deposits, Unlisted Shares, IAP, and other MOFSL offerings.
- Focused on new client acquisition, relationship management, and client retention.
- Conducted regular client meetings to understand financial goals, identify investment opportunities, and strengthen relationships.
- Identified cross-selling and up-selling opportunities based on clients' investment requirements and risk profiles.
📩 How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut: 7796426971
Click on Apply to know more.
