Walk-in | Equity Advisor

Motilal Oswal Financial Services (MOFSL); Mumbai Suburban; À distance; INR 300 000 - 550 000; Plein temps

Résumé du poste

Motilal Oswal Financial Services Limited in India is seeking a Retail Reactivation Advisor to drive brokerage revenue by reactivating dormant clients and guiding equity investments. You will expand client portfolios through cross-selling mutual funds, SIPs, and PMS while strengthening relationships and ensuring high retention.

This entry-level or freshers-friendly role emphasizes excellent communication, a good grasp of equity markets, and compliance awareness.

Qualifications

• Graduation in any stream.
• Excellent communication and interpersonal skills.
• Freshers or candidates with prior experience in financial services are welcome.
• Good understanding of equity markets and investment products.
• Ability to build rapport and maintain client relationships.
• Knowledge of compliance and risk management standards.

Responsabilités

• Generate brokerage income by advising clients on their equity portfolios.
• Re-engage inactive clients and maintain long-term relationships.
• Keep clients updated on their orders and market developments.
• Cross-sell third-party financial products such as Mutual Funds, SIP, and PMS.
• Ensure all activities comply with regulatory standards and internal policies.
• Stay informed about market trends and updates to provide accurate advice

Connaissances

Communication

Client relations

Equity markets

Compliance knowledge

Interpersonal skills

Freshers welcome

Formation

Graduation in any stream

Description du poste

Job Specification

Role Designation: Retail Reactivation Advisor

Department: Retail Reactivation

Function: Advisory

Company: Motilal Oswal Financial Services Limited

Reporting to: Team Leader Retail Reactivation

Location: PAN India

Job Purpose: The role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments. It involves expanding client portfolios through cross-selling mutual funds, SIPs, and PMS, while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.

Key Deliverables

• Generate brokerage income by advising clients on their equity portfolios.
• Re-engage inactive clients and maintain long-term relationships.
• Keep clients updated on their orders and market developments.
• Cross-sell third-party financial products such as Mutual Funds, SIP, and PMS.
• Ensure all activities comply with regulatory standards and internal policies.
• Stay informed about market trends and updates to provide accurate advice

Role Requirements

• Graduation in any stream.
• Excellent communication and interpersonal skills.
• Freshers or candidates with prior experience in financial services are welcome.
• Good understanding of equity markets and investment products.
• Ability to build rapport and maintain client relationships.
• Knowledge of compliance and risk management standards.

Why Join Us?

• Opportunity to work with a leading financial services provider.
• Dynamic and supportive work environment.
• Competitive salary and performance-based incentives.
• Career growth prospects within the organization.

SEO Keywords

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