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Job Description
Company: Motilal Oswal Financial Services Ltd.
Job Title: Equity Advisor
Key Responsibilities
- Execute equity trades and place orders on behalf of clients.
- Provide investment advisory services and drive AUM growth through suitable financial solutions.
- Cross-sell investment and wealth management products, including Mutual Funds, SIPs, PMS, Insurance, Bonds, Fixed Deposits, AIF, Unlisted Shares, and other products offered by Motilal Oswal.
- Acquire new clients through market sourcing and referrals while maintaining strong relationships with existing clients.
- Meet clients regularly to understand their financial goals and provide personalized investment solutions.
- Build long-term client relationships and ensure high levels of customer satisfaction.
- Stay updated on market trends and investment opportunities to provide timely advice to clients.
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HR Dhanashri -9923656681
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About Company
Important dates & deadlines?
Application Deadline
12 Sep 26, 05:25 PM IST
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