Advisory - Broking (HNI)

Motilal Oswal Financial Services (MOFSL); Mumbai City; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Mumbai seeks an experienced stock broking advisor to manage HNI client relationships and provide expert equity guidance.

You will leverage the firm's products including derivatives, commodities, currency, futures and options, and cross-sell NISM certified financial products to grow revenue. CRM records must be maintained.

Qualifications

• 5-10 years of experience in stock broking with equity advisory focus.
• Strong understanding of equity markets, futures, options trading and dealing operations.
• Excellent communication skills for client handling at all levels (HNI).

Responsibilities

• Manage HNI client relationships through meetings, calls, and emails.
• Provide expert advice on equity broking, trading, derivatives, commodities, currency, futures, options, and PCG products.
• Generate revenue by cross-selling NISM certified financial products such as mutual funds and insurance.
• Develop new business opportunities through referrals and networking.
• Maintain accurate records of client interactions using CRM.

Skills

Relationship mgmt

Equity trading

Communication skills

Sales cross-selling

Tools

CRM software

Job description

Roles and Responsibilities

• Manage HNI client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction and retention.
  
• Provide expert advice on equity broking, dealing, trading, derivatives, commodities, currency, futures, options, and PCG products to clients.
  
• Generate revenue by cross-selling NISM certified financial products such as mutual funds and insurance policies.
  
• Develop new business opportunities through referrals from existing clients or networking within the industry.
  
• Maintain accurate records of client interactions using CRM software.
  

Desired Candidate Profile

• 5-10 years of experience in stock broking with a focus on equity advisory services.
  
• Strong understanding of equity markets, including futures options trading and dealing operations.
  
• Excellent communication skills for effective client handling at all levels (HNI).
  
• Ability to generate revenue through sales activities such as cross-selling NISM certified financial products.