Company: Motilal Oswal Financial Services Ltd.

Job Role

Equity Advisor

Key Responsibilities

• Execute buy and sell orders on behalf of clients in a timely and accurate manner.
• Provide investment and advisory services to clients, focusing on AUM growth and portfolio enhancement.
• Cross-sell a wide range of financial products, including:
• Insurance
• Mutual Funds (MF)
• Portfolio Management Services (PMS)
• Systematic Investment Plans (SIPs)
• Alternative Investment Funds (AIF)
• Bonds
• Fixed Deposits (FDs)
• Unlisted Shares
• IAP
• Other investment and financial services offered by MOFSL
• Acquire new clients and maintain long-term relationships with existing clients.
• Conduct regular client meetings to understand investment objectives and provide suitable financial solutions.
• Ensure high leve...