Job Specifications Role Designation: Advisor Department: PCG Function: Advisory Company: Motilal Oswal Financial Services Ltd. Reporting to: Group Advisory Leader PCG Location: Kolkata Job Purpose Responsible for Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolios.…
Ensure clients receive exceptional service while the business's sales goals are supported. They work to develop and implement client service strategies that will increase sales while providing a positive experience for all clients.
We need specialist to be contracted (Fixed term hire) for network and infra optimisation. In addition to the cost optimisation JD, we will need to evaluate these parameters . We have an MD review this Friday and post that will…
Doing daily meeting with clients and updating the same in the app, responsible for lead conversion. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done. Coordinating with Credit,…
JOB DESCRIPTION Housing Finance Compliance (RBI/NHB) Filing of regulatory returns (XBRL) and reports with Regulators NHB or RBI Preparation of various compliance report & certificate for submission with regulators NHB or RBI Well versed in excel and word (having good…
HNI salesNew client acquisitionHandling existing clientsMF/PMS/AIF/Equity productsRevenue generation
A. Regulatory IT Audit Coordination Lead and coordinate all regulatory IT/system/cybersecurity audits mandated by SEBI, IRDAI, Exchanges (BSE, NSE, MCX, NCDEX), and depositories (CDSL, NSDL). Act as a single point of contact between internal stakeholders and third party empaneled auditors…
Depository Participant Operation Audit: Conduct comprehensive audits of depository participant operations.Evaluate the effectiveness of controls and compliance with regulatory requirements.Custody Operation Audit: Perform audits of custody operations to ensure proper management and safeguarding of assets. Assess the accuracy and completeness…