Talent.com
Motilal Oswal Financial Services Ltd
Equity AdvisorMotilal Oswal Financial Services Ltd • Mumbai, Maharashtra, India
No longer accepting applications
Equity Advisor

Equity Advisor

Motilal Oswal Financial Services Ltd • Mumbai, Maharashtra, India
7 days ago
Job description

Hiring: PCG Equity Advisor


Company: Motilal Oswal Financial Services Limited

Location: Malad & Thane


We are looking for dynamic professionals with strong experience in Wealth Management and Financial Advisory to join our growing team.


Key Responsibilities

  • Advise Super HNI clients on Equity, Derivatives, Currency, and Commodity markets
  • Manage and service client portfolios with a book size of ₹25 Lakhs and above
  • Drive revenue generation through effective investment advisory and client activation
  • Cross-sell financial products including Mutual Funds, PMS, and Insurance
  • Handle client queries and complaints while ensuring resolution within defined TAT
  • Acquire new clients and maintain long-term relationships through regular engagement
  • Conduct detailed financial profiling and recommend suitable investment portfolios
  • Monitor and enhance advisory performance through call tracking, target reviews, and team discussions


Desired Candidate Profile

  • Experience in Wealth Management, Broking, or Financial Services
  • Strong understanding of Equity and Investment products
  • Excellent client relationship and communication skills
  • Proven ability to manage and grow HNI client portfolios
  • Strong advisory and revenue generation capabilities


📩 Interested?

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut - 7796426971

Create a job alert for this search

Equity Advisor • Mumbai, Maharashtra, India

Similar jobs

Equity Product Trade Confirmation

Mizuhomumbai, maharashtra, in

Mizuho Global Services Pvt Ltd (MGS) is a subsidiary company of Mizuho Bank, Ltd, which is one of the largest banks or so called Mega Banks of Japan.MGS was established in the year 2020 as part of ... Show more

 • Promoted

Financial Advisor

equentismumbai, maharashtra, in

We are India’s largest SEBI registered Equity Advisory Firm which aims at helping equity investors create wealth through long-term investing using proprietary algorithms and automation.Our LinkedIn... Show more

 • Promoted

Equity Research Associate

Axis Capital Ltd.mumbai, maharashtra, in

We are looking for a highly motivated and detail-oriented Senior Associate to join our Institutional Equities Research team, focusing on the Oil & Gas sector.The role involves deep sectoral researc... Show more

 • Promoted

OTC High Net Worth Client Onboarding, Senior Associate, Institutional Equity Division

Morgan StanleyMumbai, India

Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve ... Show more

 • Promoted

EMEA Transaction Management Group ETP, Senior Manager, Institutional Equity Division

Morgan StanleyMumbai, India

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ... Show more

 • Promoted

Equity Dealer

Oaklanecapitalmumbai, maharashtra, in

We are seeking an experienced Equity Dealer with a strong track record in equity dealing for an investment fund.This role is pivotal, necessitating an unwavering commitment to intellectual integrit... Show more

 • Promoted

National Head - Equity Advisory - HNI

Anand Rathi Share and Stock Brokers Ltdmumbai, maharashtra, in

This is a strategic leadership position combining individual contributions with team management responsibilities.As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & ... Show more

 • Promoted

Analyst - Global Equity Client Strategy Team

Jefferiesmumbai, maharashtra, in

Jefferies,’’ ‘‘we,’’ ‘‘us’’ or ‘‘our’’) is a U.Our largest subsidiary, Jefferies LLC, a U.Jefferies International Limited, a U.Our strategy focuses on continuing to build out our investment banking... Show more

 • Promoted

EMEA Derivatives Sales Assistant, Senior Associate, Institutional Equity Division

Morgan StanleyMumbai, India

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ... Show more

 • Promoted

Equity Dealer

Anand Rathi Share and Stock Brokers Ltdmumbai, maharashtra, in

Job description Primary Job Responsibilities.Equity Dealing & Order Execution.Execute equity and derivatives trades accurately on behalf of clients, in line with regulatory guidelines.Ensure timely... Show more

 • Promoted

Investment Professional – Private Credit

Nuvama Asset Managementmumbai, maharashtra, in

Investment Professionals across levels.Private Credit / Hybrid / Special Situations & Distress / Structured Finance / Investment Banking.MBA (Finance) from Top institutes / CA (Rank Holder or First... Show more

 • Promoted

Independent Financial Advisor - PMS & AIF Distribution

Seven N Halfmumbai, maharashtra, in

Hiring Now | Wealth Distribution Role (PMS / AIF / MF).Looking for professionals who are passionate about.IFA / MFD / wealth advisor network.Build strong relationships and ensure.PMS / AIF / mutual... Show more

 • Promoted

Equity Dealer

MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITEDmumbai, India

Seeking an experienced Institutional Equity Dealer to manage and execute trades for institutional clients with high accuracy and speed.The ideal candidate should have strong exposure to dealing pla... Show more

 • Promoted

Commodity Advisor

Anand Rathi Share and Stock Brokers Ltdmaharashtra, mumbai, India

Job Description: We are looking for an experienced and driven Commodity Dealer to manage trading activities, execute deals, and build strong relationships with clients and counterparties.Role & res... Show more

 • Promoted

Transaction Advisory (Buy-side & Sell-side)

SourceINmumbai, maharashtra, in

Execute buy-side and sell-side transaction advisory engagements across multiple industries.Analyze financial and operational data to identify.Assessment of management’s budget achievability.Debt an... Show more

 • Promoted

Commodity advisor

Anand Rathi Share And Stock Brokers Ltdmumbai, maharashtra, India

We are looking for an experienced and driven Commodity Dealer to manage trading activities, execute deals, and build strong relationships with clients and counterparties.Candidate should have minim... Show more

 • Promoted

Quantitative Investment Strategies, Vice President, Institutional Equity Division

Morgan StanleyMumbai, India

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ... Show more

 • Promoted

MSET Risk Support Role, Manager, Institutional Equity Division

Morgan StanleyMumbai, India

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ... Show more

 • Promoted

US Transaction Management Group Support, Manager/Senior Manager, Institutional Equity Division

Morgan StanleyMumbai, India

Mor g an Sta n ley is a lea d ing global fi n anc i al s e rv ic es firm prov i ding a wide ran g e of invest m ent ba n king, s e c u rit i es, inv e st m ent m anage m ent and w e alth m anage m ... Show more

 • Promoted

Institutional Equity Dealer

Intellectual Capital HR Consulting Pvt. Ltd.mumbai, maharashtra, in

The role requires strong market understanding, execution capability, and active client engagement to drive trading volumes and revenue.Execute equity orders for allocated institutional clients.Shar... Show more