Walk-in | Equity Advisor

Motilal Oswal Financial Services (MOFSL); Maharashtra; Sur place; INR 250 000 - 420 000; Plein temps

Résumé du poste

Motilal Oswal Financial Services (MOFSL) in India seeks an equity advisory professional to generate brokerage revenue by guiding clients on their portfolios. You will build lasting client relationships, stay abreast of market trends, and provide informed product recommendations.

You will also execute buy/sell orders and ensure compliant, timely processing while cross-selling suitable third-party investments.

Qualifications

• Graduate / MBA preferred for client advisory roles.
• NISM-8 certification is mandatory for broking activity.
• 1+ year in BFSI / broking / financial advisory / dealing desk.
• Strong communication, market knowledge, and product understanding.

Responsabilités

• Generate brokerage revenue by advising clients on equity and portfolios.
• Develop and maintain long-term client relationships to improve retention.
• Stay updated with market trends and product knowledge for advisory support.
• Execute buy/sell orders with pre- and post-trade confirmation.
• Ensure compliance with regulatory and risk guidelines.
• Handle inbound/outbound client interactions to grow opportunities.
• Cross-sell third-party investment products (insurance excluded).
• Generate leads through client referrals.

Connaissances

Strong communication

Interpersonal skills

Customer-centric mindset

Problem-solving ability

Target-driven

Formation

Graduate / Post Graduate / MBA (Preferred)

NISM 8 Certificate (Mandatory)

Outils

Trading platforms

Description du poste

Role & responsibilities

• Responsible for generating brokerage revenue by advising clients on their equity and investment portfolio.
• Develop and maintain long-term customer relationships to improve retention and expand wallet share.
• Stay updated with market trends, investment opportunities, and product knowledge to provide meaningful advisory support.
• Execute buy/sell orders on behalf of clients with pre-trade and post-trade confirmation.
• Ensure all activities are carried out in compliance with regulatory and risk guidelines.
• Handle inbound and outbound client interactions to enhance business opportunities.
• Cross-sell third-party investment products (Excluding insurance)
• Generating leads through clients referral

Support channel teams by conducting product and advisory awareness activities.

Preferred candidate profile

• Education:
• Graduate / Post Graduate / MBA (Proffered)
• NISM 8 Certificate (Mandatory)
• Experience: Minimum 1 year and above in BFSI / Broking / Financial Advisory / Dealing Desk.
• Skills & Competencies:
• Strong communication and interpersonal skills.
• Good understanding of equity markets and investment products.
• Customer centric mindset with problem-solving ability.
• Target-driven, proactive, and revenue-focused approach.
• Ability to build and manage stakeholder relationships.
• Knowledge of trading platforms, order execution, and compliance norms