Equity Advisor

Motilal Oswal Financial Services Ltd; Bengaluru; Presencial; INR 1 500 000 - 2 600 000; Tempo integral

Resumo da oferta

Motilal Oswal Financial Services Ltd is expanding its Private Client Group in Mumbai and Pune and seeks high-performing Equity Advisors to drive trade execution, market advisory, and client portfolio growth for Super HNI clients.

You will deliver a comprehensive suite of financial products, onboard new clients, and deepen relationships through regular client meetings and proactive AUM penetration across asset classes and third-party offerings.

Qualificações

• Experience in Equity Advisory, Wealth Management, or Broking services.
• Strong understanding of capital markets, multi-asset products, and third-party financial instruments.
• Proven ability in client acquisition, relationship retention, and order execution.

Responsabilidades

• Trade Execution & Order Placement: Efficiently place market orders on behalf of clients across asset classes.
• Advisory & AUM Penetration: Deliver strategic market advisory services and deepen AUM product penetration.
• Third-Party Product Cross-Selling: Drive cross-selling across third-party investment products including Insurance, Mutual Funds, PMS, SIPs, TGS, AIFs, Bonds, FDs, Unlisted Shares, IAP, and other advisory solutions.
• Acquisition & Retention: Onboard new Super HNI clients and maintain strong long-term relationships through dedicated client meetings.

Conhecimentos

Equity advisory

Wealth management

Broking

Descrição da oferta de emprego

Role Overview

Motilal Oswal Financial Services is expanding its Private Client Group (PCG) in Mumbai and Pune. We are looking for high-performing Equity Advisors to drive trade execution, market advisory, and client portfolio growth while delivering a comprehensive suite of financial products to Super HNI clients.

Key Responsibilities

• Trade Execution & Order Placement: Efficiently place market orders on behalf of clients across asset classes.
• Advisory & AUM Penetration: Deliver strategic market advisory services and deepen AUM product penetration across existing and new accounts.
• Third-Party Product Cross-Selling: Drive cross-selling across third-party investment products including Insurance, Mutual Funds, PMS, SIPs, TGS, AIFs, Bonds, FDs, Unlisted Shares, IAP, and other advisory solutions.
• Acquisition & Retention: Actively onboard new Super HNI clients and maintain strong long-term relationships through dedicated client meetings.

Candidate Profile

• Experience in Equity Advisory, Wealth Management, or Broking services.
• Strong understanding of capital markets, multi-asset products, and third-party financial instruments.
• Proven ability in client acquisition, relationship retention, and order execution.