Equity Advisor

Motilal Oswal Financial Services (MOFSL); Navi Mumbai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Navi Mumbai is seeking a PCG Advisor to manage HNI and Ultra-HNI clients, offering customized wealth management, advisory and broking services. The role covers end-to-end advisory, client acquisition, cross-selling, and ensuring value addition to client portfolios, with emphasis on trading across equities, derivatives and structured products.

The ideal candidate has 4+ years broking experience, NISM VIII certification, and strong communication and

Qualifications

• Education: Graduate/Postgraduate in Finance, Commerce, or related fields.
• Mandatory: NISM Series VIII Equity Derivatives Certification.
• Experience: 4+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

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.

Skills

Capital markets

Risk management

Portfolio management

Trading operations

Relationship management

Communication

Education

Graduate/Postgraduate in Finance, Commerce

NISM Series VIII Equity Derivatives Certification

Tools

Trading platforms

Portfolio analytics

Job description

Job Purpose:

The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.

Key Deliverables :

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.

Role Requirements :

Education: Graduate/Postgraduate in Finance, Commerce, or related fields.

Mandatory: NISM Series VIII Equity Derivatives Certification.

Experience: 4+ years of experience in broking and wealth of HNI/Ultra-HNI clients and family offices.

Skills & Competencies:

• 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.