Motilal Oswal Financial Services Ltd. Walk-In Interview from (17th – 20th May | 15 Openings | Any Graduate Experienced ) – Franchisee Advisor – CAD Advisory & PCG Desk (HNI)

Motilal Oswal Financial Services (MOFSL) is conducting a walk-in drive for the position of Franchisee Advisor – CAD Advisory & PCG Desk (HNI) in Mumbai. This opportunity is suitable for professionals with experience in equity advisory, wealth management, and financial product sales within broking or securities firms.

Job Details

Walk-In Interview Details

Roles & Responsibilities

• Advise HNI clients on equity portfolios and investment opportunities
• Build and maintain strong relationships with partners and clients
• Track market trends and equity market movements
• Cross-sell financial products such as:
  • Mutual Funds (MF)
  • PMS
  • AIF
  • Unlisted Shares
  • Insurance
  • Other in-house investment products
• Coordinate with RMS, CSE, IT, and internal teams to resolve client queries
• Keep clients updated on portfolio performance and market opportunities

Preferred Candidate Profile

• Experience in equity advisory or sales role in broking/securities firms
• Strong communication and relationship management skills
• Knowledge of financial markets and wealth products
• Ability to handle HNI clients effectively

Documents to Carry

• Updated Resume/CV
• Educational Certificates
• Experience Documents
• Government ID Proof
• Passport Size Photograph