Equity Advisor

1 day ago

Pune, India A2Tech Consultants Full time

**Job Description - Equity Advisor**

**Company Name**: Motilal Oswal Finance Service ltd

**Designation**: Equity Advisor

**Location**: Shivaji Nagar, Pune

**Salary:Upto 5.5 LPA**

**About Company**:
“ **Motilal Oswal Financial Services Ltd** (MOFSL) was set up by **Motilal Oswal** and **Raamdeo Agrawal** as a broking house in 1987. The company is listed on BSE and NSE stock exchanges. Motilal Oswal provides products and services related to equity trading, commodity trading and investment advisory services,

IPOs and SIPs investment, portfolio management services, and mutual funds investment.”

**Job Profile : Equity Advisor**

**“Equity Advisors** are expert professionals who guide the investors in making an investment in the stock market. They analyse their client's financial situation and suggest the best investment opportunities to help achieve their financial goals **”.**

**Roles & Responsibilities**:

- Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets.
- Individually handling clients with the book size of 25 lacs & above.
- Creation of revenue & Activation of clients through effective Advisory.
- Cross selling of other products like Mutual fund, PMS, Insurance.
- Handling Queries & complains of client's & solving it within TAT.
- Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls.

**Requirments**:

- Minimum 6 Months of experience in Equity advisor/ dealer-worked on terminal
- live market.
- NISM VIII Passed Certificate Mandatory.
- Graduation is mandatory.

**Skills Required**:

- Knowledge of broking, operations knowledge, risk profiling of clients along with technical and fundamental understanding.
- In-depth knowledge of Stocks, Bonds, Mutual funds.
- Client relationship skills.
- Business development skills.

**Salary**: ₹30,000.00 - ₹50,000.00 per month

Schedule:

- Day shift

Application Question(s):

- DOU YOU HAVE NISM 8 CERTIFICATE?
- ARE YOU CURRENTLY WORKING?

**Education**:

- Bachelor's (preferred)

**Experience**:

- Equity Advisor: 1 year (preferred)

Ability to Commute:

- Pune, Maharashtra (preferred)

Ability to Relocate:

- Pune, Maharashtra: Relocate before starting work (preferred)

**Speak with the employer**
+91 7208958683

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