Equity Advisor @Motilal Oswal
Business Services · Bengaluru · onsite · Posted 43d ago
₹2.0L - ₹6.5L PA1–5 yrsfulltimeSourced from
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About this role
Job Title: Equity Advisor
Roles & Responsibilities
- Provide equity advisory and investment solutions to clients.
- Execute client buy/sell orders accurately and on time.
- Grow AUM through advisory and portfolio management.
- Cross-sell financial products such as Mutual Funds, Insurance, PMS, SIPs, Bonds, FDs, AIFs.
- Acquire new clients and maintain strong relationships with existing clients.
- Conduct client meetings and provide regular investment updates.
Preferred Candidate
- Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or Wealth Management.
- Good knowledge of equity markets and financial products.
- Strong communication, relationship management, and sales skills.
- NISM certification will be an added advantage.
Take the Next Step Apply Now !
To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.
More Detail Contact
HR Avdhut- [phone removed]
Sourced from naukri
Skills
TerminalNism ViiiEquity AdvisoryDealingNISMCross SellingUltra HniMutual FundsThird PartyOrder HandlingPortfolio ManagementClient AcquisitionInvestment AdvisoryEquityHNI AcquisitionEquity BrokingTradingHNI Client Handling
About Business Services

Business Services
1978
48 years old
Bangalore
India
₹4.5L PA avg
Avg at Business Services
₹2L – ₹6.5L PA
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