FOCO HO - Advisory Team Leader

Role Designation: FOCO HO - Advisory Team Leader

Department: Franchisee

Company: MOFSL

Location: MOT(Motilal Oswal Tower,Prabhadevi)

Key Deliverables

1 Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.

2 Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.

3 Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations

4 Helping & training the Team to Handling Queries & complains of client's & solving it within TAT.

5 Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.

6 Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

7 Monitoring, Motivating & enhancing FOCO Advisors (Team) Advising skills through call tracking, weekly targets & meetings, con calls.

8 Visiting respective franchisees where FOCO advisors are placed

9 Daily/ Weekly & Monthly Review with BAs along with FOCO advisors

10 Monthly Review with HO-Seniors

Role Requirements

1. Educational Qualifications: Graduation in any discipline.
2. Experience: 2+ Yrs of experience in financial markets in a leadership role.
3. Knowledge: Basic Knowledge of stock market,Good communication skills and sales attitude.
4. IT Skills: Knowledge of trading applications , MS Office
5. Behavioural Skill Leadership, People Management, Interpersonal/ relationship management skills.
6. Technical Skills Knowledge of Financial products, Analytical ability, Customer orientationRole & responsibilities