Equity Advisor
Motilal Oswal Financial Services Limited
Mumbai, Maharashtra, India · Full Time
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- Experience
- 1+ yrs
- Salary
- INR 20,000 – INR 35,000 / month
- Openings
- 1
- Posted
- 2 weeks ago
- Work mode
- In office
- Eligibility
- Open to candidates including fresh graduates aiming to build a career in stock markets; preference for those with BFSI background.
- Resume
- Required to apply
Where you'll work
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Job description
Role Overview
As an Equity Advisor, you will focus on generating brokerage income primarily through providing expert advice to clients regarding their equity portfolios. Building and nurturing durable relationships with clients to ensure retention and drive new business growth is a key aspect of this role.
Key Responsibilities
- Advise clients on managing their equity investments to facilitate brokerage generation.
- Establish and sustain long-term client connections to maintain a loyal client base while attracting new business opportunities.
- Consistently update yourself with the latest market trends and developments to provide informed guidance.
- Conduct all activities following compliance and risk management standards.
- Keep clients regularly informed about the status of their orders and transaction progress.
- Promote and cross-sell additional investment vehicles such as Mutual Funds, Systematic Investment Plans (SIPs), Portfolio Management Services (PMS), and more.
Qualifications & Experience
- At least one year of professional experience in a related role is preferred.
- Fresh graduates enthusiastic about establishing a career in stock markets are welcome to apply.
- Effective communication and negotiation capabilities along with fundamental understanding of financial products and services are essential.
- Applicants with background in Banking, Financial Services, and Insurance (BFSI) sectors will be given preference.
Candidate Profile
- Genuine interest and passion for stock and financial markets.
- Strong skills in managing client relationships effectively.
- Excellent verbal communication and persuasive negotiation skills.
- Confidence and aptitude for sales activities including cross-selling investment products.
- Commitment to ongoing learning about market behaviour and financial instruments.
Additional Information
Salary range offered for this position is between 20,000 and 35,000 INR monthly.