Advisory-Franchisee PCG

Job Specifications

Role Designation: Advisor -

Franchisee PCG

Department: Advisory-Franchisee PCG

Function: Franchisee

Company: Motilal Oswal Financial

Services

Reporting to: Team Leader -

Franchisee PCG - Franchisee Biz

Location: Mumbai-Malad

(Interface-11)

Job

Purpose

The Advisor – Franchisee PCG is responsible for managing client

portfolios, providing advisory support, and driving revenue through equity,

derivatives, and other financial products. The role focuses on building

strong client relationships, activating new clients, retaining existing ones,

and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and

AIFs. The Advisor will also collaborate with the franchisee and HO Advisory

team to ensure service excellence, compliance, and market-informed

recommendations.

Key

Deliverables

Ultra HNI Client Advisory &

Portfolio Management

·        

Advise high-net-worth clients on

equity, derivatives, currency, and commodity markets.

·        

Manage large client books (25

Lacs & above) with strategic, research-based investment recommendations.

·        

Conduct detailed profiling of

clients’ financial requirements, investment style, and risk appetite.

·        

Recommend suitable portfolios

and actionable strategies to maximize returns and client satisfaction.

Business Associate (BA)

Relationship & Revenue Scaling

·        

Build strong relationships with

BAs to ensure quality business growth and client service.

·        

Support BAs in scaling their

existing client base and revenue through advisory excellence.

·        

Act as a mentor and advisor to

BAs on market opportunities and investment strategies.

Advisory Excellence & Market

Strategy

·        

Apply deep market understanding

and advanced investment strategies to grow client books.

·        

Create and manage large option

portfolios and high-value trades for Ultra HNI clients.

·        

Provide timely insights on

emerging market trends, opportunities, and risk management strategies

Client & BA Engagement

·        

Conduct regular meetings with

high-value clients and BAs to ensure engagement and satisfaction.

·        

Activate BA clients through

high-quality advisory interactions.

·        

Identify and implement upselling

opportunities to diversify client portfolios.

Product Advisory & Upselling

·        

Guide clients on suitable investment

products: Mutual Funds, PMS, IAP, Insurance.

·        

Ensure portfolio diversification

to bring stability, wealth creation, and long-term client retention.

·        

Focus on increasing client

wallet share and BA revenue through structured advisory approaches.Report any

identified operational or compliance risk areas promptly.

Role

Requirements

Key Requirements

·        

Educational

Qualification

o   

A Bachelor’s Degree in Finance,

Commerce, Business Administration, Economics, or any related discipline is

required.

o   

A strong academic foundation in

capital markets, financial instruments, and investment concepts will be an

added advantage.

·        

Certifications:

o   

Mandatory: NISM Series VIII –

Equity Derivatives Certification (must be active/valid as per regulatory

norms).

·        

Relevant

Work Experience:

o   

Minimum 1–2 years in Ultra HNI

advisory, wealth management, or financial services.

o   

Experience handling large client

portfolios and collaborating with BAs is preferred..

o   

Experience working within a

franchisee-driven business model is a plus.

Why Join Us?·        Join one of India’s most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation.

·        Continuous training, advanced research support, and access to expert advisory teams help you sharpen your investment and market expertise.

·        Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers..

Clear pathways to leadership or specialist roles through structured development programs and franchisee network exposure