Senior Equity Advisor (Mumbai)

Senior Equity Advisor (Mumbai)

02 Aug
|
Motilal Oswal Financial Services
|
Mumbai

02 Aug

Motilal Oswal Financial Services

Mumbai

Hiring: PCG Equity Advisor

Company Name-Motilal Oswal Financial Services.

Location - Mumbai Key Responsibilities:

- 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 current 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 Financial Services
📍 Mumbai

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