Walk In Drive - Equity Advisor

Motilal Oswal Financial Services (MOFSL); Mumbai Suburban; On-site; INR 600,000 - 900,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a sales-focused professional to drive revenue through equity broking, advisory products, and cross-selling of mutual funds and other investment products. The role involves acquiring new Retail and HNI clients, activating eligible clients for MOFSL's market offerings, and building robust client relationships through regular engagement.

You will work alongside branch sales teams to hit targets and ensure compliance with company policies,

Qualifications

• Experience in Broking / BFSI / Wealth Management.
• Strong knowledge of Equity Markets and investment products.
• Good client acquisition, sales, and relationship management skills.
• Target-oriented with a focus on revenue growth and cross-selling.

Responsibilities

• Drive revenue through Equity, Commodity Broking, and Advisory products.
• Sell and cross-sell Mutual Funds, PMS, AIF, Insurance, IAP, and other investment products.
• Acquire new Retail and HNI clients through self-sourcing and referrals.
• Grow the MTF book by activating eligible clients.
• Build strong client relationships through regular calls, meetings, and investment advisory.
• Work closely with branch sales teams to achieve business targets.
• Ensure proper documentation and compliance with company policies.

Skills

Broking experience

Wealth management

Equity markets knowledge

Sales & relationship mgmt

Job description

Key Responsibilities

• Drive revenue through Equity, Commodity Broking, and Advisory products.
• Sell and cross-sell Mutual Funds, PMS, AIF, Insurance, IAP, and other investment products.
• Acquire new Retail and HNI clients through self-sourcing and referrals.
• Grow the MTF book by activating eligible clients.
• Build strong client relationships through regular calls, meetings, and investment advisory.
• Work closely with branch sales teams to achieve business targets.
• Ensure proper documentation and compliance with company policies.

Preferred Candidate

• Experience in Broking / BFSI / Wealth Management.
• Strong knowledge of Equity Markets and investment products.
• Good client acquisition, sales, and relationship management skills.
• Target-oriented with a focus on revenue growth and cross-selling.