Equity Advisor
Location
Mumbai, Maharashtra
Job Type
Full-time
Category
Financial Specialists
Posted
June 18, 2026
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.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Sayali : 9158043197
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.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Sayali : 9158043197