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Equity Advisor

Company

Motilal Oswal Financial Services Ltd

Location

maharashtra, mumbai

Posted

June 16, 2026

Position Overview

Hiring | Equity Advisor (PCG) Location: Malad, Mumbai Company: Motilal Oswal Financial Services Limited Key Responsibilities: β€’ Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets. β€’ Manage client portfolios with investable assets of β‚Ή25 lakh and above. β€’ Drive revenue generation and client activation through effective investment advisory. β€’ Cross-sell financial products including Mutual Funds, PMS, and Insurance. β€’ Resolve client queries and concerns within defined turnaround timelines. β€’ Acquire new clients and strengthen existing relationships through regular engagement. β€’ Conduct detailed financial needs analysis and recommend suitable investment portfolios. β€’ Collaborate with internal teams to enhance advisory effectiveness and client outcomes. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Sayali :

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