An Investment/Equity Advisor cum Dealer for a Motilal Oswal sub-brokership is a dual-role professional responsible for high-speed trade execution and real-time client advisory based on technical research.

Core Responsibilities

- Terminal Operations & Execution:
- Execute buy/sell orders on behalf of clients using Motilal Oswal trading terminals (MO Trader/MO RIISE) with 0% error.
- Monitor real-time market movements and manage the Risk Management System (RMS) for client positions.
- Real-time Advisory:
- Provide immediate "Buy/Sell/Hold" advice to clients on-call during market hours.
- Translate Technical Analysis into actionable trades tailored to the client's risk profile and goals.
- Research Synthesis:
- Disseminate Motilal Oswal’s DailyMonthly research reports and technical calls to clients.
- Identify and evaluate secondary sources for technical analysis (e.g., Bloomberg, external charts) to validate MO's calls.
- Client Management:
- Manage high-net-worth (HNI) and retail portfolios, ensuring active client engagement.
- Reactivate dormant clients and acquire new clients through lead generation and cold calling.

Technical Analysis & Sources

A successful Advisors/dealer in this role must integrate Motilal Oswal’s internal research with external insights:

- Primary Source: Motilal Oswal’s dedicated research desk, covering 300+ companies and providing real-time technical snapshots via the Partner App.
- Secondary Sources: Utilize external platforms such as TradingView, Investing.com, or Bloomberg Terminal for independent chart verification, candle-stick patterns, and indicator analysis (RSI, MACD, etc.).

Qualifications & Competencies

- Certification: NISM Series VIII: Equity Derivatives is mandatory.
- Education: Minimum 12th pass.
- Experience: Typically 0-2 years in stock broking or dealing with clients/Investors.




- Key Expectation & Skills:
- Proficiency in operating exchange terminals (NEST, ODIN, or proprietary MO software).
- Excellent communication skills for handling high-pressure client calls.
- Strong numerical and analytical ability to interpret market data instantly.Key Expectations
- Ready to Learn: Should have a positive attitude toward learning new things and continuously improving knowledge and skills.
- Client Engagement: Must know how to communicate and engage with clients professionally, politely, and effectively.
- Technology Knowledge: Should be comfortable with the latest technology, digital tools, software, and online platforms required for day-to-day work.
- Product & Process Knowledge: Should continuously learn about our products, services, systems, and processes so that clients receive accurate and timely support.
- Professional Communication: Must be able to understand client requirements, explain solutions clearly, and maintain professional relationships.
- Adaptability: Should be open to new systems, recent technology, new processes, and changing business requirements.
- Continuous Improvement: Learning should not stop after training. Employees are expected to keep upgrading their knowledge and becoming more efficient.

Compensation Expectations (2026)

- Estimated Salary: Average annual pay for advisors at Motilal Oswal ranges from ₹1.50 Lakhs to ₹3.0 Lakhs for mid-level roles and add on incentives, while experienced channel partners can earn significantly higher based on revenue sharing.

Job Types: Full-time, Permanent, Fresher

Benefits:

- Cell phone reimbursement
- Health insurance
- Paid sick time
- Leave encashment

Work Location: In person

Pay: ₹150,000.00 - ₹300,000.00 per year

Benefits:

- Cell phone reimbursement
- Leave encashment
- Paid sick time

Work Location: In person

📌 Investment/Equity Advisor cum Dealer (India)
🏢 INGENIOUS FINSERV
📍 India