Advisor Retail Management Jobs in Mumbai - Motilal Oswal Financial Services Limited
Advisor Retail Management
Motilal Oswal Financial Services Limited
Expired
Posted: 01 Jul 21
Job Description
About the internship
Selected intern's day-to-day responsibilities include:
1. Generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
3. Stay constantly updated with the market knowledge
4. Ensure all the activities are in adherence as per compliance and risk
5. Deal and keep the clients updated on their orders
6. Handle cross-selling and reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc.
7. Go for client meetings for conversion and maintaining a good relationship(personal/WhatsApp video call/Zoom)
8. Handle outbound/inbound calls
1. Generate brokerage primarily through advising clients on their equity portfolio
2. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business
3. Stay constantly updated with the market knowledge
4. Ensure all the activities are in adherence as per compliance and risk
5. Deal and keep the clients updated on their orders
6. Handle cross-selling and reactivation of clients via investment products like mutual fund, SIP, Insurance, PMS, and other structure products, etc.
7. Go for client meetings for conversion and maintaining a good relationship(personal/WhatsApp video call/Zoom)
8. Handle outbound/inbound calls
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 25th Jun'21 and 30th Jul'21
3. are available for duration of 3 months
4. are from Mumbai and neighboring cities
5. have relevant skills and interests
Other requirements
1. Graduate in any stream
2. Excellent communication is a prerequisite for this profile
3. Sales attitude
4. Long term commitment
Perks
Number of openings
20
Job Particulars
Role hr admin
Education Any Graduate
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeInternship / Projects
Job Id1241656
Job Category Recruitment
Locality Address
State Maharashtra
Country India
About Company
Motilal Oswal Financial Services Limited
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