Job Description
Hiring: Equity Advisor – Wealth Management
Location: Banglore
Company: Motilal Oswal Financial Services Ltd.
Key Responsibilities:
• Provide investment advisory services and drive AUM growth through effective product penetration.
• Execute client transactions and place orders on behalf of customers.
• Cross-sell wealth management solutions including Mutual Funds, SIPs, PMS, Insurance, AIFs, Bonds, Fixed Deposits, Unlisted Shares, TGS, IAP, and other investment products.
• Acquire new clients and build long-term relationships to enhance client retention.
• Conduct client meetings to understand financial goals and deliver customized investment solutions.
• Develop and manage a strong portfolio of affluent and HNI clients.
Preferred Skills:
• Wealth Management
• Investment Advisory
• Re...
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