- Drive revenue through Equity, Commodity Broking, and Advisory products.
- Sell and cross-sell Mutual Funds, PMS, AIF, Insurance, IAP, and other investment products.
- Acquire new Retail and HNI clients through self-sourcing and referrals.
- Grow the MTF book by activating eligible clients.
- Build strong client relationships through regular calls, meetings, and investment advisory.
- Work closely with branch sales teams to achieve business targets.
- Ensure proper documentation and compliance with company policies.
Preferred Candidate
- Experience in Broking / BFSI / Wealth Management.
- Strong knowledge of Equity Markets and investment products.
- Valuable client acquisition, sales, and relationship management skills.
- Target-oriented with a focus on revenue growth and cross-selling.
📌 Walk In Drive - Equity Advisor (Thane)
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Thane
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