- Advise Super HNI clients on Equity, Derivatives, Currency & Commodity markets.
- Manage client portfolios with a book size of ₹25 Lakhs and above.
- Generate revenue through effective advisory and client activation.
- Cross-sell Mutual Funds, PMS, and Insurance products.
- Resolve client queries and complaints within the defined TAT.
- Acquire recent clients and maintain long-term relationships with existing clients.
- Understand clients financial goals and recommend suitable investment portfolios. Interested candidates can apply now. For interview scheduling and further details, Contact: HR Dhanashri-(phone hidden)
📌 Senior Equity Advisor (Mumbai)
🏢 Motilal Oswal Fin Ser
📍 Mumbai
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