Roles and Responsibilities
- Manage client portfolios by providing investment advice on equities, dealing with transactions, and handling queries.
- Generate brokerage revenue through effective sales strategies and relationship management.
- Monitor market trends and analyze data to make informed decisions for clients' benefit.
- Ensure compliance with regulatory requirements and maintain accurate records.
Desired Candidate Profile
3+ years of experience in the financial services industry, preferably in an advisory role.
- Robust knowledge of equity markets, dealing, derivatives, and brokerage generation.
- NISM certification or equivalent qualification is essential.
📌 Walk-in || Wealth Advisory | Wealth | Pune
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Pune
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