Financial Advisor jobs in BokaroJamshedpurRanchi at Motilal Oswal Value Management solutions

Financial Advisor / Management Trainee

Will be responsible for managing the portfolio of the clients for providing them with better investment solutions & services to facilitate easy wealth creation.

Direct Sales, Financial Advisory, Portfolio Management, Investment Advisory, and Wealth Management with product experience in Mutual Fund, SIP, Fixed Income, General Insurance, and PMS, Currency, Commodity etc.

Procuring the potential clients through networking, database, market analysis and references.

Generating cross-sell revenue and doing 360 degree financial planning by wealth management.

Managing and improving relationship values through latest updates & development in market.

Liaison with operations team to resolve queries and revenue generation.

Comply with organizational guidelines and norms.

Cross-sell products and services to both new/existing HNI & Ultra HNI clients as per their lifestyle, risk profiling and requirements through financial planning process.

Identifying, acquiring, developing and maintaining customer relationships

Maintaining up to date knowledge of competitor activity, products and services.

Motilal Oswal- Value Management ( an exclusive Partner of Motilal Oswal). is a leading wealth Management firm of Eastern India, with its varied complete financial products and services, serving more than 75,000 clients through its own 9 branches, 58 business partners & 125 well trained specialists in their field spread in the states of Bihar, Jharkhand & West Bengal. We are recognized as fastest growing organization & awarded as Most Emerging Business Star of India. The Company is founded by Mr. Vikash R Sahay having more than 18 years of rich experience in Capital markets. He is a Chartered Accountant by qualification & All India 1st Rank Holder in IRM exam, conducted by The Institute of Chartered Accountant of India.

Value Management Solution P Ltd (Associate Company of VCap Money Financial services P Ltd.),an Exclusive Business Partner of MOTILAL OSWALFinancial Services Ltd for the state of Bihar, Jharkhand & part of West Bengal. The vision & focus of Motilalji on customer-first attitude, ethical and transparent business practices, respect for professionalism & solid research based value investing concepts of RaamDeoji made Motilal Oswal as No.1 broking financial institution of India.

Business Highlights

· Presence in over 2200 locations across 450 cities with more than 1 Million registered customers

· Depository assets in Equity of 69,561 Crores & Investment Products of AUM of 9700 Crores

· 30,000 Research Reports covering 230 stocks in 21 sectors.

· Online business is at its peak within a short period of time wherein 39% of our turnover comes from Online (as on Dec 2019)

· Organised 'Motilal Oswal Business Impact Conference (MOBIC)' an annual conclave for business partners which saw participation of around 700 partners pan India.

· Awarded 'Broking Business of the year 2018' at Money Control Wealth Creator Awards

· Awarded the Finnoviti Award by Banking Frontiers Magazine for our Smartwatch App and MO Genie Chatbot.

· Awarded Commodity Brokerage House of the year – West Region at the MCX awards 2018 & 2019.

· 6 times winner of Best performing National Financial Advisor - Equity Broker at the CNBC TV18 Financial Advisory Awards

It has strategic tie-ups with Industry leaders in their area of specializations & has consistently been rated and recognized as the Number 1 in various fields of their activities by the leaders of the industry like CNBC, Franklin Templeton, Motilal Oswal, Reliance Insurance, IEDRA, ENAM, Foundation of Shri G D Birla and many others.