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 :