Roles and Responsibilities

- Manage HNI client relationships through regular meetings, calls, and emails to ensure high levels of satisfaction and retention.

- Provide expert advice on equity broking, dealing, trading, derivatives, commodities, currency, futures, options, and PCG products to clients.

- Generate revenue by cross-selling NISM certified financial products such as mutual funds and insurance policies.

- Develop recent business opportunities through referrals from existing clients or networking within the industry.

- Maintain accurate records of client interactions using CRM software.

Desired Candidate Profile

- 5-10 years of experience in stock broking with a focus on equity advisory services.

- Strong understanding of equity markets, including futures options trading and dealing operations.

- Excellent communication skills for effective client handling at all levels (HNI).

- Ability to generate revenue through sales activities such as cross-selling NISM certified financial products.

📌 Advisory - Broking (HNI) (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai