Relationship Manager
Motilal Oswal Financial Services Ltd
4 2022 - 05.2023
- Recommended stocks for purchase or sale based on fundamental analysis techniques
- Identified stock ideas using innovative screening tool
- Built optimum financial packages based on market conditions and clients' capital needs
- Developed financial models for forecasting stock prices of target companies
- Developed and executed investment plans for clients
- Advised clients on investment strategies suited to their needs
- Provided comprehensive financial advice and portfolio management, utilizing stocks, mutual funds, androids
- Sold third-party products such as trade guide signals (TGS), insurance, intelligence advisory portfolios (IAP), unlisted company stocks, and IAP gold bonds.