HNI Equity Advisor@Motilal Oswal

Job Title: HNI Equity Portfolio Advisor
Location: Mumbai

Role & Responsibilities:

1. Generate brokerage primarily by advising clients on their equity portfolios.
2. Build and maintain long-term relationships with clients to ensure high retention levels, while actively focusing on acquiring new clients.
3. Stay updated on market trends and developments to provide relevant and timely advice.
4. Ensure all activities are in full compliance with industry regulations and risk management guidelines.
5. Provide regular updates to clients on their orders and portfolio performance.
6. Cross-sell third-party investment products such as mutual funds, SIPs, and PMS.

Preferred Candidate Profile:

• Educational Qualification: Graduate with a minimum of 50% marks.
• Experience: Candidates with at least 6 months of experience, preferably from the stock market sector.
• Preferred Background: A strong interest or background in the stock market.

Perks & Benefits:

• Competitive incentives and performance-based appraisals.

How to Apply:
To schedule an interview, please send your CV via WhatsApp to HR Yash:9156902218.