Advisory PCG

Motilal Oswal Financial Services (MOFSL); Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking an experienced investment adviser and trader to execute client trades, manage risk, and provide comprehensive advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products. The role includes portfolio reviews, market-based recommendations, and cross-selling to enhance wallet share.

The candidate will service HNI/UHNI clients and family offices, drive new client acquisition through referrals and relationships,

Qualifications

• Strong understanding of capital markets and risk management.
• Proven track record in acquiring new clients through referrals and relationships.
• Excellent communication, negotiation, and interpersonal skills.
• High ethical standards and a client-centric approach.
• Proficiency in trading and advisory platforms and portfolio analytics.

Responsibilities

• Execute trades for clients while adhering to regulatory guidelines and risk policies.
• Acquire and service portfolios of HNI/UHNI clients and family offices.
• Provide comprehensive investment advisory across equities, mutual funds, PMS, fixed income, derivatives, and structured products.
• Conduct regular portfolio reviews and advise based on market trends and client objectives.
• Drive cross-selling of third-party products to enhance client portfolios and wallet share.
• Meet and exceed revenue/activation targets through trading and product cross-selling.

Skills

Capital markets

Risk management

Portfolio trading

Client acquisition

Ethical standards

Platforms analytics

Job description

Role & responsibilities

Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.

Acquire and Service portfolios of HNI/Ultra-HNI clients and family offices.

Provide comprehensive investment advisory across segments (equities, mutual funds, PMS, fixed income, derivatives, and structured products).

Conduct regular portfolio reviews and advice based on market trends and client return objectives.

Drive cross-selling of third-party products to enhance client portfolios and wallet share.

Meet and exceed revenue/activation targets through equity/derivatives trading and product cross-selling.

Preferred candidate profile

• Strong understanding of capital markets, risk management, portfolio and trading operations.
• Proven track record in new client acquisition through references and relationship management.
• Excellent communication, negotiation, and interpersonal skills.
• High ethical standards and a client-centric approach.
• Proficiency in Trading and Advisory Platforms and portfolio analytics.

Perks and benefits