Job Description-
Institutional sales- Motilal Oswal-
1. Develop a universe of 150 Mid and small cap company - where there will be deal and solid growth in next 6-12-18 months
2. meeting MD ceo Promoter
3. Writing 4 pagers note on Business Annual report and meeting take
5. Get them to MOT - for meeting CEO and team and then sign mandate
6. Attending all analyst meet and IPO meets.
7. Making IPO tracker with - when 30 days gets closed and when 1 year get closed and when these dates are near - WHO can be potential seller and potential buyer
8. Making Connects with CFOs
9. making them wealth client
10. Visiting Glassdoor Website and also doing ground research for name -
11.Getting mandate for fee income and analysing company is must
12. reading 5 year Annual report / Porters model - 4 page smart res note -
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