Job Description
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...