Equity Advisor

Hiring: Equity Advisor – Wealth Management

Location: Banglore

Company: Motilal Oswal Financial Services Ltd.

Key Responsibilities:

• Provide investment advisory services and drive AUM growth through effective product penetration.

• Execute client transactions and place orders on behalf of customers.

• Cross-sell wealth management solutions including Mutual Funds, SIPs, PMS, Insurance, AIFs, Bonds, Fixed Deposits, Unlisted Shares, TGS, IAP, and other investment products.

• Acquire new clients and build long-term relationships to enhance client retention.

• Conduct client meetings to understand financial goals and deliver customized investment solutions.

• Develop and manage a strong portfolio of affluent and HNI clients.

Preferred Skills:

• Wealth Management

• Investment Advisory

• Re...