KEY RESPONSIBILITIES

1. Advising clients on the portfolios and cross selling of third party products.

2. Franchisee equity advisory - to convince the HNI clients of the franchisees to work on our calls and generate business.

3. Business analysis and business development by giving training and seminars.

4. For managing day to day or daily client risk. To coordinate with CSE for along with resolving client queries like software download, terminal issue, stock transfer and collection of funds.

5. Business targets and regular review along with Joint meetings

6. Handling client investments and their portfolio.

REQUIREMENT

1. Should have more than 3 years experience in to Equity Market as Equity Advisor with Primary target is to generate brokerage.

2. Should have excellent understanding about Stocks, Sector and overall Market.

3. Should have positive understanding about Option and strategies.

4. Should be aggressive and passionate about market.

5. Good communication skills

Intersted candidate can share CV - [email protected]

Devanshi Shah

Senior Executive Human Resourse

Motilal Oswal Financial Services Ltd.

(phone hidden)

📌 PCG - Equity Advisor (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai