Job Description
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.
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