Walk In Drive - Equity Advisor

Motilal Oswal Financial Services (MOFSL); Thane; On-site; INR 500,000 - 1,000,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a motivated sales professional to drive revenue through equity broking, advisory products, and cross-selling of mutual funds and wealth management solutions. You will acquire Retail and HNI clients and activate eligible clients to grow the book.

Collaborating with branch sales teams, you will aim to hit targets while maintaining rigorous documentation and compliance with company policies.

Qualifications

• Experience in Broking / BFSI / Wealth Management.

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/BFSI experience

Equity markets knowledge

Relationship management

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.