Equity Advisor

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a 12,000+ member team. The company offers a diverse range of financial products and services, including Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. MOFSL has a diversified client base, including retail customers, mutual funds, and corporate clients, with a network spread across 550 cities and towns. The company is known for its strong focus on equity research, investing almost 10% of revenue in this area, and has received numerous awards for its performance.

Role Description

This is a full-time on-site role for an Equity Advisor located in Kochi. The Equity Advisor will be responsible for providing investment advice and portfolio management services to clients. Day-to-day tasks include conducting market research, identifying investment opportunities, maintaining client relationships, and ensuring high-quality customer service. The Equity Advisor will also support sales efforts and work closely with other financial professionals to meet client investment goals.

Qualifications

• Strong skills in Investments and Finance
• Experience in Portfolio Management
• Excellent Customer Service skills
• Proven Sales abilities
• Relevant qualifications and certifications in Finance or Investments
• Good communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial products and market trends