Job Purpose
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
Key Requirements
Graduation in any stream.
Excellent communication and interpersonal skills.
Freshers or candidates with prior experience in financial services are welcome.
Good understanding of equity markets and investment products.
Ability to build rapport and maintain client relationships.
Knowledge of compliance and risk management standards.
Why Join Us?
Opportunity to work with a leading financial services provider.
Agile and supportive work workplace.
Market-competitive salary and performance-based incentives.
Career growth prospects within the organization.
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📌 Walk In Equity Advisor Mumbai Suburban
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai Suburban
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