Walk-in || Equity Advisor

Job Specification -

• Role Designation: Retail Reactivation Advisor
• Company: Motilal Oswal Financial Services Limited
• Location: Malad

Job Purpose

• The role is responsible for driving brokerage revenue by reactivating dormant clients and providing expert guidance on equity investments.
• It involves expanding client portfolios through cross-selling mutual funds, SIPs, PMS and Insurance while focusing on strengthening client relationships and ensuring high retention and customer satisfaction.
• 
  Key Deliverables
  
• Generate brokerage income by advising clients on their equity portfolios.
• Re-engage inactive clients and maintain long-term relationships.
  Keep clients updated on their orders and market developments.
• Cross-sell third-party financial products such as Mutual Funds, SIP, PMS and Insurance.
• Ensure all activities comply with regulatory standards and internal policies.
• Stay informed about market trends and updates to provide accurate advice
• 
  Key Requirements
  
• Graduation in any stream.
• Excellent communication and interpersonal skills.
• Freshers or candidates with prior experience in financial services are welcome.
• Good understanding of equity markets and investment products.
• Ability to build rapport and maintain client relationships.
• Knowledge of compliance and risk management standards.
  

Why Join Us?

• Opportunity to work with a leading financial services provider.
• Dynamic and supportive work environment.
• Competitive salary and performance-based incentives.
• Career growth prospects within the organization.
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