Motilal Oswal Financial Services

Delhi – – 14/12/2021

Salary – 4 to 6 LPA

Job Title


Company Profile

  • Motilal Oswal Financial Services (MOFSL), is a well-diversified financial services company focused on wealth creation through knowledge. The company was founded in 1987 as a small sub-broking unit with two promoters and a peon.

Job Profile & Responsibilities

  • Candidate would be primarily responsible for bringing quality existing relationship handling a select group of retail clients, by providing them exceptional, specialized & individualized advice towards managing their Equities investment & trading portfolio, thereby achieving targeted revenue & client service norms.
  • Besides managing the Equities Investment & Trading portfolio of the existing & new clients.
  • Responsible to generate brokerage primarily through advising clients on their equity portfolio.
  • Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business.
  • Will need to be constantly updated with the market knowledge.
  • Ensure all the activities are in adherence as per compliance and risk.
  • Keeping the clients updated on their orders.

Preferred Qualifications

  • Graduate or Post Graduate.
  • NISM Certification.
  • CWM Certification.

Desired Candidate Profile

  • 01 to 05 years of experience in broking business.
  • Equity broking knowledge is a pre-requisite for this profile.
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