MOFSL Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.
Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well diversified firm offering a range of financial products and services.
Motilal Oswal has a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions and corporate clients. Their core purpose is to be well respected and preferred global financial services organization enabling wealth creation for all their customers. Research is the solid foundation on which Motilal Oswal Securities, advice is based on. They give utmost importance to research and use cutting-edge technology to disseminate it to their customers. Their research has received wide media coverage and consistently won awards, showcasing strong research capabilities. This includes being awarded 'Best Performing National Financial Advisor - Equity Broker' for four years in a row at the UTI-CNBC TV18 Financial Advisor Awards.
Position for Retail Sales (15 Positions)
Department : Retail branch
CTC : 2.5 L pa + incentives+ yearly increment based on performance
Acquiring retail clients.
Cross-selling of SIP, Mutual Fund and PMS products.
Key Information: No Insurance selling involve
Knowledge of broking , operations knowledge, Mutual Fund, Currency, SIP , PMS , Acquisition, risk profiling of client along with technical and fundamental understanding Knowledge of trading applications , MS Office etc
Candidate would be primarily responsible for bringing quality existing relationship (10-15 Customers with minimum Rs.50,000 as investment amount), handling a select group of HNI clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms. Besides managing the Equities Investment & Trading portfolio of the existing & New clients, he/She will be also responsible for doing IP (investment products).
Skills set required
Knowledge of financial products.
Age limit 21-25 years
Good communication skills
Graduate (preferably commerce background), Graduate (Full time / correspondence)
Gap in education is allowed
TIMESPRO to source candidates as per eligibility criteria
Candidates to be sent to MOFSL for group discussion & personal round of interview
MOFSL to give Letter of Intent to selected candidates
Candidates to enroll in 1 month short term course
Candidates to join MOFSL on successful completion of course
PROGRAM FEES & DURATION
Training Fee : 35,000/- including GST