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Job Description:

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.

Salary : 10k to 25k p.m.
Industry : FINANCIAL SERVICES
Role/Position : Financial Advisor
Keyskills :

Adequate knowledge financial products like Equity, Commodity, Currency, Mutual   Funds, IPO’s   and Insurance Excellent communication skills Excellent objection handling and conflict management skills Excellent relationship management skills Efficient selling skills.

Desired Candidate Profile:


No. of Vacancy: 10
Job Location: Ranchi,Jamshedpur, Bokaro,Dhanbad,Patna

Motilal Oswal Financial Services Ltd. Company Profile

We are a premier Financial Services Company who are also an exclusive partner to Molital Oswal Financial Services Limited (Jharkhand and Bihar). Value Management Solution Private Limited is a Non-govt. company, incorporated on 15 Oct, 2009 under the leadership of CA Vikash R Sahay . It's a private unlisted company and is classified as 'company limited by shares'.  We are majorly in Financial Services business from last 10 years. However our association with MOFSL started in November 2018. Our parent partner, Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.  •      We have the highest number of client serviced for the current year. •      We have also been able to raise an AUM of more than 150Cr, the fastest, in 2019. •      Recognised as the fastest growing and most promising Partner in 2019. •      We have grown from a team of 3 to a team of 300 within a span of 4 months.   We have our Corporate office in Ranchi, and cluster offices are located in Patna, Dhanbad, Jamshedpur, Kolkata, Bokaro, Hazaribagh and Giridih. We have 45 business partners ( Franchisee)  in Jharkhand and Bihar.



Contact Details
Contact Person: : Binamrata Sengupta
Website : www.vcapmoney.com

Admission Enquiry

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