Job Description

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.
• New client acquisition for Broking, Investment products - PMS/MF/Fixed Income and Insurance as per assigned targets.

Key Deliverables

• Ensure timely advice to customers for Equity and Derivative markets.
• Portfolio Review to be done monthly with clients for deepening the Client relationship.
• Ensure adherence to the Compliance process for advice given.
• One New to Firm relationship to be sourced on a monthly basis with min tick size of 25 lacs for Broking or IP.
• Daily meetings to be done with existing clients and new prospects for business.

Role Requirements
o Educational Qualifications: Graduation in any discipline, MBA Finance, NCFM
o Experience: 3+ Years in Equity / MF / PMS / Broking
o Domain Knowledge: Understanding of capital markets
o IT Skills: MS Office

Skills Required