Investment Specialist Job in Delhi at Motilal Oswal Financial Services

Roles & Responsibilites:

• Minimum 2 A/C’s of 5 Lac of Initial Margin. Min 2 SIP (Net) of 5K per month.
• Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor)
• Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc.
• MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity)
• Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio.
• The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book.
• Identify the Affluent & Super Affluent Client segment in the market for new client acquisition

Qualifications:

• Educational Qualifications: MBA or Equivalent.
• Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO Experience.
• 2Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.

Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 10,500+ member team.