The role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments. It involves expanding client portfolios through cross-selling mutual funds, SIPs, PMS and Insurance while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.
Key Deliverables:
- Generate brokerage income by advising clients on their equity portfolios.
- Re-engage inactive clients and maintain long-term relationships.
- Keep clients updated on their orders and market developments.
- Cross-sell third-party financial products such as Mutual Funds, SIP, PMS and Insurance.
- Ensure all activities comply with regulatory standards and internal policies.
- Stay informed about market trends and updates to provide accurate advice
📌 Walk In Drive - Equity Advisor (Mumbai)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai
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