Walk-in | Equity Advisor

Motilal Oswal Financial Services (MOFSL); Gurugram District; On-site; INR 400,000 - 560,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) invites a client advisor role focusing on equity portfolios in Gurugram. You will advise clients to optimize brokerage revenue and cross-sell third-party financial products while building a strong client base.

You will acquire self-sourced accounts with strong margin profiles and ensure quality onboarding, and maintain enduring relationships by providing timely investment guidance and market insights to help clients achieve their financial goals.

Qualifications

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

Responsibilities

• Advise clients on 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 and ensure quality onboarding.
• Build and maintain strong client relationships by providing timely investment guidance and market insights.

Education

Graduate / Postgraduate in Finance, Commerce, Business Administration or MBA (Finance)

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.