Equity Advisor @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

2 - 7 years

4 - 8 Lacs

mumbai mumbai suburban mumbai (all areas)

Posted:15 hours ago| Platform:

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Skills Required

advisory services hni hni acquisition terminal dealing brokerage generation share market terminal services broking commodities equity share broking advisory stock broking wealth management ultra hni stock market shares online trading stock commodity trading odin brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Trade Execution
: Execute equity and derivative orders for clients with precision, ensuring compliance with market regulations and internal policies.
Investment Advisory
: Provide end-to-end advisory services based on client goals, risk profiles, and market trends. Conduct regular portfolio reviews and financial planning sessions.
AUM Growth & Product Penetration
: Focus on increasing Assets Under Management by promoting relevant financial solutions and achieving deep product penetration.
Cross-Selling Financial Products
: Offer a wide range of third-party products including:

Insurance (life, health, general)
Mutual Funds (MFs)
Portfolio Management Services (PMS)
SIPs & TGS
Alternative Investment Funds (AIFs)
Bonds, FDs, Unlisted Shares
Investment Advisory Platforms (IAP)

Client Relationship Management
: Build strong, trust-based relationships through regular engagement, timely market updates, and high-quality service.

Qualifications & Skills

Graduate in Finance or related field (MBA/CFP/NISM preferred)
2 years of experience in trading or wealth management
Strong market knowledge, communication, and client advisory skills

How to Apply:

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