Client Servicing (Finance) Jobs in Noida - Motilal Oswal Financial Services Limited
Client Servicing Finance
Motilal Oswal Financial Services Limited
Expired
Posted: 30 Jun 21
Job Description
Motilal Oswal Securities Limited has been awarded India's best-performing equity broker 4-times in a row by UTI-CNBC TV18 National Financial Advisory Awards.
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
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 Noida and neighboring cities
5. have relevant skills and interests
Perks
Number of openings
20
Job Particulars
Role accountant
Education Any Graduate, Other Course
Who can apply Freshers
Hiring Process Face to Face Interview
Employment TypeInternship / Projects
Job Id1239870
Job Category Finance
Locality Address
State Uttar Pradesh
Country India
About Company
Motilal Oswal Financial Services Limited
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