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Group Advisory Leader - Branch
Motilal Oswal Wealth Management
posted 22hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Handling team of Advisors TL/Dealers. Monitoring their performance, revenue generation and cross sales.
- Maintaining relationship with Premium clients.
- Advising clients on Equity, Derivatives Markets.
- Creation of revenue Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries complains, handling escalations and redressing queries within TAT.
- Retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of clients financial requirements, analysing information recommending portfolios.
- Monitoring enhancing Advisors Advising skills through call tracking, weekly targets meetings, con calls.
- Responsible to train and develop exiting team to next level.
Employment Type: Full Time, Permanent
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What people at Motilal Oswal Wealth Management are saying
Advisor salary at Motilal Oswal Wealth Management
reported by
1
employee
with 3
years exp.
₹3.1
L/yr - ₹4
L/yr
27%
less
than the average Advisor Salary in India
View more details
What Motilal Oswal Wealth Management employees are saying about work life
based on 62 employees
Flexible timing
Monday to Friday
No travel
Day Shift
Motilal Oswal Wealth Management Benefits
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