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Investment Specialist Job in Delhi at Motilal Oswal Financial Services

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Investment Specialist

Motilal Oswal Financial Services

  Full Time Job

  4L-10L per annum

  2-4 years

  Posted  30+ days ago

Location
  • Delhi
Skills Required
  • Portfolio Management Services
  • Mutal Funds
  • Bonds
  • FD
  • NISM-5
  • Communication Skills
About this Job

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.
Eligible Degrees
Master of Business Administration / All Courses
Bachelor of Technology/Engineering / All Courses
Master of Technology / All Courses
Bachelor of Arts / All Courses
Bachelor of Science / All Courses

+30 More

Who can apply
Work Experience: 2-4 years
Eligible Graduation Years: 2021, 2020, 2019, 2018, 2017, 2016, 2015
Documents Required

1. Resume

2. Cover Letter

3. ID Proof (e.g. Aadhar Card, PAN Card, etc.)

Job Round

Round 1 :

Telephonic/Skype Interview

Round 2 :

Face-to-face (in office)

Round 3 :

HR Round

About Motilal Oswal Financial Services

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.