• We are in the business of Stock Broking and Investment Management.
• We are one of the oldest and biggest business partners of Motilal Oswal Securities Ltd. and belong to their 'UpperMost' category.
• We are located at Malad since 15 years and have a team of 25 which include Dealers, Sales, BO and other staff.
• Mutual Fund Sales
o Selling SIP to existing as well as new clients through Goal based planning approach
o Tax Planning
o Selling Lump Sum Mutual funds to existing as well as new clients
• PMS Sales
o Selling PMS services to HNI clients
• Demat A/c Sales
o Acquisition of new clients through cold calling, client seminars, references, Investor awareness camps
Mutual Fund Advisor
• The RM Sales are expected to travel locally. If the sales guy has a vehicle, it will be handy. Expenses will be paid by the company.
• Incentive Policy to RM's will be applicable from the Day of Joining
• A majority of our team is with us since 8+ years. We need people who work with a long term approach.
• The Sales team will gradually be transformed into advisory after sufficient experience and knowledge. As advisors, you will create financial plans for people and families.
• We work on trust. We do not offer any Offer Letter.
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