Client Servicing (Finance) Jobs in Delhi - Motilal Oswal Financial Services Limited

Client Servicing Finance

Motilal Oswal Financial Services Limited

0 Years

Not disclosed

Expired

Posted: 28 Jun 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 funds, SIPs, insurance, PMS, and other structure products, etc.
7. Attend 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 Delhi and neighboring cities

5. have relevant skills and interests

Perks

Letter of recommendation

Number of openings