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Motilal Oswal Financial Services (MOFSL)
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Manager : Equity Dealer : Equity Advisor : PCG Dealer : HNI Dealing

Manager : Equity Dealer : Equity Advisor : PCG Dealer : HNI Dealing

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

3 - 5 Lacs

Ahmedabad

Posted:3 months ago| Platform:

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Skills Required

Equity Dealer Share Broking Terminal Equity Advisory Equity And Fo Dealer Brokerage Generation Share Market Terminal Services Broking Equity Equity Broking Bolt Equity Settlement Advisory Equity Advisor Demat Sales Stock Market Dealing Dmat Shares Online Trading Stock Odin

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title: Equity Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 9822463775

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Motilal Oswal Financial Services (MOFSL)

www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

Key People

Ramdeo Agrawal

Co-Founder & Chairman
Motilal Oswal

Co-Founder & Managing Director
Karan N. Soni

CEO
Ajay Kedia

Chief Financial Officer

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