He/She will do advisory to assigned clients to trade and investment along with the risk associated with a particular trade. Further intimating clients about market updates which will have an impact on their portfolio. He/she will do cross selling of all investment products.
Responsibilities:
1 Executing trades and informing clients.
2 update clients with latest market information and financial products and advice them on trading and investment
3 Collecting relevant information and data on market sentiment via research, valuation and data analysis
4 Monitoring UK and international market performance.
5 Providing key parties with daily trading information.
Skills Required:
1 Commerce graduate
2 Knowledge of finance & accounts
3 Required fresher or 6 month experience.
4 hand on excel sheet & to do sheets.
Probation period is of 3 month
Salary- Negotiable
Goals & Efforts which will be driven, expected & tracked from the Financial Advisors
• Broking Revenue Generation via Advisory & Dealing
• Hyper-activating Active Clients
• Re-activating Inactive Clients
• Cross-Selling Other Products to Clients (like IAP, TGS, MF, PMS, Insurance, etc.)
• Client Acquisition through Referrals
• Training Clients on company tools like Mobile App, Web Solutions etc
Engagement & Touch Base with the Clients to be tracked through Talk Time and Meetings
• Managing RMS, Payment Follow Ups
• Solving Client Queries
• Continuous upgradation of self via attending trainings, giving exams, reading, etc.
NAYONIKA SHARES & TRADING HUB PVT LTD is proudly associated with MOTILAL OSWAL FINANCIAL SERVICES, a renowned brand in the financial services industry that prioritizes wealth creation through knowledge. Since 2017, we have operated under the esteemed name of MOFSL, offering financial investment services in the stock market to our esteemed investors. Our core values revolve around conducting business ethically and transparently, with a customer-first approach. We are dedicated to providing our customers with responsive and excellent services, placing utmost importance on their satisfaction. Our diligent efforts ensure that our customers feel valued and heard. By leveraging MOFSL's innovative Phygital concept and the expertise of our dedicated professionals, we ensure that our customers receive comprehensive assistance, including advisory services, technical updates, and well-researched information. This holistic approach empowers investors to embark on a journey of meaningful wealth creation, blending the benefits of both physical and digital assistance.
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