Equity Advisor

Motilal Oswal Financial Services (MOFSL); Kota, Jaipur, New Delhi; On-site; INR 350,000 - 550,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in India seeks a client advisor to guide equity portfolios and generate brokerage revenue while delivering market insights.

The role involves cross-selling third‑party financial products, acquiring self-sourced client accounts with strong margin profiles, and building enduring relationships through timely investment guidance and proactive service.

Qualifications

• Min. 1 year of experience in broking, advisory, or wealth distribution preferred.
• NISM Series VIII Certification is mandatory.
• Graduate or Postgraduate in Finance, Commerce, Business Administration or MBA (Finance) preferred.

Responsibilities

• Advise clients on their equity portfolios to generate brokerage revenue.
• Cross-sell and generate revenue through third-party financial products.
• Acquire self-sourced client accounts with strong margin profiles, ensuring quality onboarding.
• Build and maintain strong client relationships by providing timely investment guidance and market insights.

Skills

Client advisory

Cross-selling

Portfolio guidance

Education

NISM Series VIII Certification

Finance/Commerce or MBA (Finance)

Tools

NISM VIII Registration

Job description

Role & responsibilities

• Advise clients on their equity portfolios to generate brokerage revenue,
• Cross-sell and generate revenue through third-party financial products
• Acquire self-sourced client accounts with strong margin profiles, ensuring quality onboarding.
• Build and maintain strong client relationships by providing timely investment guidance and market insights..

Preferred candidate profile

• Min. 1 years of Experience in a broking, advisory, or wealth distribution setup will be preferred.
• NISM Series VIII Certification is mandatory.
• Graduate / Postgraduate in Finance, Commerce, Business Administration or MBA (Finance) preferred.