PCG - Equity Advisor

Motilal Oswal Financial Services (MOFSL); Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Mumbai is seeking an experienced Equity Advisor to manage client portfolios and cross-sell third‑party products.

The ideal candidate has 3+ years in the equity market, a solid understanding of stocks and sectors, strong communication skills, and a passionate, aggressive approach to markets. You will engage high‑net‑worth clients, conduct training, and handle daily trading queries and risk management.

Qualifications

• Experience in equity markets and advisory services.
• Ability to guide clients on investments and portfolios.
• Strong communication and relationship-building skills.

Responsibilities

• Advising clients on portfolios and cross selling of third party products.
• Franchisee equity advisory to engage HNI clients and generate business.
• Business analysis and development by giving training and seminars.
• Manage day-to-day client risk; coordinate with CSE and resolve trading/terminal issues and fund transfers.
• Meet business targets and participate in joint meetings.
• Handle client investments and portfolio management.

Skills

Equity market experience

Client advisory

Communication skills

Target-driven

Job description

KEY RESPONSIBILITIES

1. Advising clients on the portfolios and cross selling of third party products.


2. Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.


3. Business analysis and business development by giving training and seminars.


4. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.


5. Business targets and regular review along with Joint meetings


6. Handling client investments and their portfolio.

REQUIREMENT

1. Should have more than 3 years experience in to Equity Market as Equity Advisor with Primary target is to generate brokerage.


2. Should have excellent understanding about Stocks, Sector and overall Market.


3. Should have good understanding about Option and strategies.


4. Should be aggressive and passionate about market.


5. Good communication skills