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Equity Advisor

Motilal Oswal Financial Services Ltd
Location 📍 maharashtra, India
Posted 📅 June 07, 2026
Work Type ⏰ Full-time

Position Overview

Hiring | Equity Advisor (PCG) Location: Malad, Mumbai Company: Motilal Oswal Financial Services Limited Key Responsibilities: • Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. • Manage client portfolios with investable assets of ₹25 lakh and above. • Drive revenue generation and client activation through effective investment advisory. • Cross-sell financial products including Mutual Funds, PMS, and Insurance. • Resolve client queries and concerns within defined turnaround timelines. • Acquire new clients and strengthen existing relationships through regular engagement. • Conduct detailed financial needs analysis and recommend suitable investment portfolios. • Collaborate with internal teams to enhance advisory effectiveness and client outcomes. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali :

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Job Details

Employment Type
Full-time
📊
Category
Sales
🏠
Work Arrangement
On-site
📍
Location
maharashtra, India