Motilal Oswal Financial Services Limited

Financial Advisor

Motilal Oswal Financial Services Limited
Mumbai/Bombay
₹20,000 - ₹50,000 monthly*

Fixed

₹20,000 - ₹40,000

Average Incentives*

₹10,000

Earning Potential

₹50,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

21 applicants

21 applicants

Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)

Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)

Job Description

  1. Job Role: Equity Advisor
  2. Key Responsibilities:
  • Execute buy and sell orders on behalf of clients in a timely and accurate manner.
  • Provide investment advisory services and promote Asset Under Management (AUM) products based on clients' financial goals and risk profiles.
  • Cross-sell third-party investment and financial products, including:
  • Insurance
  • Mutual Funds (MF)
  • Portfolio Management Services (PMS)
  • Systematic Investment Plans (SIPs)
  • TGS
  • Alternative Investment Funds (AIF)
  • Bonds
  • Fixed Deposits (FD)
  • Unlisted Shares
  • Investment Advisory Products (IAP)
  • Other financial products and services offered by MOFSL
  • Acquire new clients through referrals, networking, and business development activities while ensuring long-term client retention.
  • Conduct regular client meetings to understand investment needs, provide portfolio reviews, and build strong client relationships.
  • Monitor market trends and provide timely investment recommendations to clients.
  • Ensure high standards of customer service by addressing client queries and maintaining ongoing engagement.
  • Achieve individual sales, revenue, and AUM growth targets while adhering to regulatory and company compliance guidelines.

Job role

Work location
Work locationMumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsWealth management, Mutual funds, Equity dealing, POS terminal, Finanacial services, Wealth Management Services, Equity Trading
English level
English levelBasic English
Age limit
Age limit18 - 40 years
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressMumbai, Maharashtra, India
Job posted by Motilal Oswal Financial Services Limited

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You can expect a minimum salary of 20,000 INR and can go up to 50,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

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