- Role Designation: FOCO - Advisor Department: Advisory-FOCO Franchisee Team Function: Franchisee Company: Motilal Oswal Financial Services Reporting to: FOCO HO - Advisory Team Leader Location: Motilal Oswal Franchisee Job Purpose :
- Responsible for driving brokerage revenue by advising clients on equity investments and enhancing their portfolio performance . The role focuses on building strong, long-term customer relationships to ensure high retention and consistent business growth. Additionally, the FOCO Advisor will promote and cross-sell third-party investment products such as Mutual Funds, SIPs, and PMS to increase client wealth and organizational profitability. Key Deliverables :
- · Daily Client Risk Management : Monitor client portfolios daily to assess risk and performance. Identify goal deviations and recommend corrective investment actions. · Client Relationship Management : Build solid client relationships through regular communication and reviews. Provide research-backed investment advisory support. · Target Achievement & Revenue Growth : Achieve monthly and quarterly brokerage and revenue targets. Participate in joint client meetings to support conversions.
Market
Analysis & Compliance : Track market trends and identify relevant investment opportunities. Ensure compliance with SEBI, KYC, and AML guidelines. Maintain ethical standards and report any compliance risks.
Role Requirements :
- Educational Qualification o A Bachelor’s Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required. o A strong academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage. · Certifications: o Mandatory: NISM Series VIII – Equity Derivatives Certification (must be active/valid as per regulatory norms). · Relevant Work Experience: o Minimum 6 months of professional experience in the equity advisory, broking, or wealth management industry. o Prior exposure to client servicing, equity trading, advisory responsibilities and achieving brokerage targets will be highly valued. o Experience working within a franchisee-driven business model is a plus.
Why Join Us ? :
- Join one of India’s most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation. · Continuous training, advanced research support , and access to expert advisory teams help you sharpen your investment and market expertise. · Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers.. · Clear pathways to leadership or specialist roles through structured development programs and franchisee network.