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 (India)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 India
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