Equity Advisor
Location
Bengaluru, Karnataka
Job Type
Full-time
Category
Financial Specialists
Posted
June 19, 2026
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 - Relationship Management - Client Acquisition - Business Development - Financial Products & Capital Markets How to Apply: To schedule an interview, please send your CV via WhatsAp...
- 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 - Relationship Management - Client Acquisition - Business Development - Financial Products & Capital Markets How to Apply: To schedule an interview, please send your CV via WhatsAp...