Equity Advisor

Hiring | Equity Advisor (PCG)

Location: Malad, Mumbai

Company: Motilal Oswal Financial Services Limited

Key Responsibilities:

• Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets.

• Manage client portfolios with investable assets of ₹25 lakh and above.

• Drive revenue generation and client activation through effective investment advisory.

• Cross-sell financial products including Mutual Funds, PMS, and Insurance.

• Resolve client queries and concerns within defined turnaround timelines.

• Acquire new clients and strengthen existing relationships through regular engagement.

• Conduct detailed financial needs analysis and recommend suitable investment portfolios.

• Collaborate with internal teams to enhance advisory effectiveness and client outcomes.

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