Walk-in Drive at Motilal Oswal Financial Services for Advisor JD/ Relationship Manager Roles. Any Graduate candidates can apply for the post.
Table of Contents
Complete details are given below:-
- Company – Motilal Oswal Financial Services
- Roles – Advisor JD/ Relationship Manager
- Qualification – Any Graduate
- Location – Kolkata
- Work Experience – 1-6 Years
- Salary – 2.5 LPA – 6.5 LPA
ABOUT THE COMPANY
Motilal Oswal Financial Services Limited, commonly known as Motilal Oswal, is a prominent Indian financial services company. It was founded in 1987 by Mr. Motilal Oswal and Mr. Raamdeo Agrawal and is headquartered in Mumbai, Maharashtra, India.
Motilal Oswal offers a wide range of financial services, including wealth management, retail broking, institutional broking, asset management, investment banking, private equity, and commodity broking. The company caters to a diverse set of clients, including individual investors, high net worth individuals (HNIs), corporates, institutions, and foreign investors.
The retail broking division of Motilal Oswal is known for its expertise in equity and derivatives trading. It provides online trading platforms and investment advisory services to individual investors. Motilal Oswal’s wealth management services cater to the needs of HNIs and offer personalized investment solutions.
The company’s asset management division manages mutual funds and portfolio management services (PMS) for retail and institutional investors. It has a range of mutual fund schemes that invest in various asset classes such as equity, debt, and hybrid.
Motilal Oswal Financial Services Limited is listed on the Indian stock exchanges and is a well-recognized brand in the financial services sector in India. It has received several accolades and awards for its performance and contribution to the industry.
What you will be doing as Advisor JD/ Relationship Manager
- Responsible to generate brokerage primarily through advising clients on their equity portfolio for long term investments as well as positional trading ideas in stocks for short/ medium term.
- To keep abreast with market knowledge and market intelligence
- Responsible to ensure all activities are in adherence as per Compliance & Risk.
- Develop and maintain long term relationship with customers to maintain a high level of retention of the existing customer and also focus on generating new business
- Candidate will be responsible for direct sales of demat accounts and margin collection for equity, commodity and currency.
- Responsible for generating revenue from Insurance, Value pack & ACE ,TGS.
- Responsible for cross sale product like MF and PMS.
- R ndidate will be responsible for new clients lead generation and as well as maintain relationship with previous clients.
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Skills Required for Advisor JD/ Relationship Manager
- Financial Knowledge: Advisors/Relationship Managers need a strong understanding of financial products, investment strategies, and market trends. They should be able to analyze clients’ financial situations, provide appropriate investment advice, and help clients make informed decisions about their portfolios.
- Communication and Interpersonal Skills: Excellent communication skills are crucial for building relationships with clients and effectively explaining complex financial concepts. Advisors/Relationship Managers should be able to listen actively, ask relevant questions, and communicate recommendations in a clear and concise manner. They should also be able to build trust and maintain professional relationships with clients.
- Sales and Business Development: Advisors/Relationship Managers are often responsible for acquiring new clients and expanding their client base. Therefore, they should possess strong sales and business development skills. This includes prospecting, networking, presenting investment opportunities, and closing deals.
- Client Service and Relationship Management: Providing exceptional client service is vital in this role. Advisors/Relationship Managers should be proactive in understanding clients’ needs, addressing their concerns, and providing ongoing support. They should also have the ability to manage multiple client relationships simultaneously and prioritize tasks accordingly.
- Ethics and Compliance: The financial services industry is highly regulated, and Advisors/Relationship Managers must adhere to ethical standards and comply with relevant laws and regulations. They should have a strong understanding of compliance procedures, data privacy, and confidentiality requirements to ensure the highest level of professionalism and integrity.
HOW TO APPLY FOR THE WALK IN INTERVIEW?
To apply for the Motilal Oswal Financial Services (Walk in) Interview Candidate need to walk in to the Venue that is given below.
FOR KOLKATA LOCATION INTERESTED CANDIDATES CAN WALK-IN DIRECTLY TO THE BELOW VENUE FOR INTERVIEW
|Role||Advisor JD/ Relationship Manager|
|Date||6th July – 10th July 2023|
|Time||10.30 AM – 4.30 PM|
|walk-in Address:||Motilal Oswal Financial Services Limited WB-Kolkata-Ajc Bose Road 6th Floor, Wing B, Constantia,11 U N Bramachari road, Kolkata-700017 West Bengal Kolkata – 700017|
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Motilal Oswal Financial Services (walk-in) – Frequently Asked Question?
What is Motilal Oswal Financial Services Selection Process ?
The selection process will be based on a Written test followed by Technical and HR interviews.
What is the average salary at Motilal Oswal Financial Services for Experience ?
The average of 2.5 LPA – 6.5 LPA is based on the reports of Glassdoor and Ambition Box.
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The Recruitment Information Provided above is for Informational Purposes only . The above Recruitment Information has been taken from the official site of the Organization. We do not provide any Recruitment guarantee. Recruitment is to be done as per the official recruitment process of the company. We don’t charge any fee for providing this job Information.