Advisor - NRI Desk-Motilal Oswal Financial Services

Role & responsibilities

• Advising & execution of orders on behalf of clients on equity, derivatives and option strategies.
• Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.
• Responsible for generating revenue primarily through brokerage and TPP..

Preferred candidate profile

• Minimum 4-5 years of experience in broking with a focus on managing large clients (HNWIs, institutional clients) - Advising & Trading Experience is must.
• Expertise in third-party products (PMS, IAP, Insurance, PE, Mutual Funds, AIFs) will be added advantage.

Interested candidates can share their resume on kirti.das@motilaloswal.com