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For Employers

Equity Advisor

Motilal Oswal Financial Services (MOFSL)

1 - 3 years

3 - 4 Lacs

mumbai suburban

Posted:1 day ago| Platform:

Apply

Skills Required

equity advisory capital market brokerage generation portfolio management cross selling client relationship management communication & negotiation skills mutual funds sales stock market customer retention

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities

Generate brokerage income by advising clients on their equity portfolios.
Re-engage inactive clients and maintain long-term relationships.
Keep clients updated on their orders and market developments.
Cross-sell third-party financial products such as Mutual Funds, SIP, and PMS.
Ensure all activities comply with regulatory standards and internal policies.
Stay informed about market trends and updates to provide accurate advice

Key Requirements

Graduation in any stream.
Excellent communication and interpersonal skills.
Candidates with prior experience in financial services.
Good understanding of equity markets and investment products.
Ability to build rapport and maintain client relationships.
Knowledge of compliance and risk management standards.

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Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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