Walk-in | Equity Advisor- HNI

Motilal Oswal Financial Services (MOFSL); Mumbai Suburban; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Mumbai Suburban seeks a client advisory professional to guide HNI clients on equity portfolios and investment products. You will build and maintain strong client relationships and stay updated on market trends to identify opportunities.

The role requires 1-2 years of broking or financial services experience, with excellent communication and relationship management skills, plus the ability to cross-sell products like MF, PMS, AIF, and other in-house

Qualifications

• Graduate/Post graduate in any discipline.
• 1-2 years of experience in broking or financial services, preferably with exposure to client advisory.
• Strong communication and relationship management skills.
• Knowledge of equity & derivative trading and investment products.
• Ability to generate brokerage and cross-sell products.

Responsibilities

• Advise HNI clients on equity portfolios and provide investment guidance.
• Build and maintain strong relationships with top clients.
• Stay updated on market trends and equity movements.
• Promote and cross-sell products like insurance, investment products like MF, PMS, AIF, unlisted shares, and equity-related in-house products.
• Coordinate with RMS, CSE, IT, and other teams to resolve client queries.
• Keep clients informed about order execution, portfolio status, and market opportunities.

Skills

Communication

Relationship mgmt

Equity trading

Derivatives

Investment products

Cross-selling

Education

Graduate/Postgraduate

Job description

Key Deliverables

• Advise HNI clients on equity portfolios and provide investment guidance.
• Build and maintain strong relationships with top clients.
• Stay updated on market trends and equity movements.
• Promote and cross-sell products like insurance, investment products likes MF, PMS, AIF, unlisted shares, and equity related other in-house products.
• Coordinate with RMS, CSE, IT, and other teams to resolve client queries.
• Keep clients informed about order execution, portfolio status, and market opportunities.

Role Requirements

• Education: Graduate/Post graduate in any discipline.
• Experience:
  • Minimum 1-2 year of experience in broking or financial services, preferably with exposure to client advisory.
• Skills & Competencies:
  • Strong communication and relationship management skills.
  • Knowledge of equity & derivative trading and investment products.
  • Ability to generate brokerage and cross-sell products.