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Job Description

Motilal Oswal Financial Services Ltd. (MOFSL) is a leading financial services company in India offering a broad range of services including wealth management, retail broking, institutional equities, asset management, and investment banking. With a strong research-based approach and customer-first philosophy, MOFSL has built a trusted name in the financial sector.
Job OverviewAs a Financial Advisor, you will be responsible for developing and managing client relationships, offering personalized financial solutions, and promoting Motilal Oswal’s suite of investment and wealth management products. This role requires excellent communication skills, financial acumen, and a passion for helping clients achieve their investment goals.Key ResponsibilitiesAcquire new clients and build strong, long-term relationships.Advise clients on investment products such as equities, mutual funds, PMS, insurance, and other financial instruments.Understand clients’ financial goals, risk tolerance, and investment preferences to recommend suitable products.Achieve sales targets and business objectives as defined by the company.Maintain a high level of customer satisfaction through continuous engagement and support.Stay updated on financial markets, product developments, and regulatory changes.Cross-sell and up-sell company products to maximize client portfolio value.Required Skills and QualificationsBachelor’s degree in Commerce, Finance, Business Management, or related field (MBA preferred).1–5 years of experience in financial advisory, wealth management, or stockbroking (freshers with strong financial aptitude may also apply).Good understanding of financial markets, investment products, and wealth planning.Strong communication, presentation, and interpersonal skills.Result-oriented and self-motivated with a passion for client servicing.BenefitsAttractive performance-based incentives and rewards.Continuous training and development programs.Opportunity to grow within one of India’s most respected financial brands.Supportive and professional work environment.

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