Live opening · Posted 2 days ago

Equity Advisor

Motilal Oswal · Bengaluru, Karnataka, India (On-site)
Linkedin No
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At a glance

The key details from the original listing.

Posted 2 days ago
CompanyMotilal Oswal
LocationBengaluru, Karnataka, India (On-site)
Work modeNo
SourceLinkedin
ListedPosted 2 days ago

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About the role

Description supplied by the original job listing.

Job Title: Equity Advisor
Company: Motilal Oswal Financial Services Ltd.
Locations: Bengaluru
Role Overview
Motilal Oswal Financial Services is expanding its Private Client Group (PCG) in Mumbai and Pune. We are looking for high-performing Equity Advisors to drive trade execution, market advisory, and client portfolio growth while delivering a comprehensive suite of financial products to Super HNI clients.
Key Responsibilities
Trade Execution & Order Placement: Efficiently place market orders on behalf of clients across asset classes.
Advisory & AUM Penetration: Deliver strategic market advisory services and deepen AUM product penetration across existing and new accounts.
Third-Party Product Cross-Selling: Drive cross-selling across third-party investment products including Insurance, Mutual Funds, PMS, SIPs, TGS, AIFs, Bonds, FDs, Unlisted Shares, IAP, and other advisory solutions.
Acquisition & Retention: Actively onboard new Super HNI clients and maintain strong long-term relationships through dedicated client meetings.
Candidate Profile
Experience in Equity Advisory, Wealth Management, or Broking services.
Strong understanding of capital markets, multi-asset products, and third-party financial instruments.
Proven ability in client acquisition, relationship retention, and order execution.
How to Apply
WhatsApp your CV or call directly at +91 7796426971 to schedule an interview.

Work arrangement
No

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