Equity Advisor
Motilal Oswal Financial Services Ltd
Bengaluru, Karnataka, India2h agovia LinkedIn
Equity Advisor (Super HNI)
Key Responsibilities
- Placing orders on behalf of customers
- Providing advisory services - AUM product penetration
- Cross selling of third party investment products ( Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by Choice broking)
- New client acquisition & retention
- Client meeting
Target Candidate
- Solid background in Stock Broking, Equity Advisory, or Wealth Advisory
- Strong grasp of capital market dynamics
- Proven track record in HNI portfolio handling & client relationship management
Location: Bengaluru & Mysuru