Equity Advisor Job Vacancies in Gurgaon

Terminal SeatingOrder punching (on behalf of clients)Strong understanding of Mutual Funds, AIFs, PMS, and other financial products can be an added advantageExcellent interpersonal, communication, and relationship-building skills.-Identifying, acquiring, developing and maintaining customer relationshipsManaging and improving relationship values through latest updates & development in market

Key Responsibilities:1. Provide training and support to newly onboarded franchisees to help them achieve their quick start targets and integrate smoothly into the Motilal Oswal network.2. Collaborate with department managers to understand specific training needs for their respective teams and tailor training programs accordingly.3. Lead training sessions for the internal sales and advisory teams, including teachback sessions to reinforce learning and retention.4. Organize and facilitate various franchisee engagement activities, such as Value-Added Training (VAT) sessions and Motilal Oswal Seminars (MOS), to enhance franchisee satisfaction and loyalty.5. Design and conduct focused franchisee training programs to address specific needs and challenges, ensuring maximum impact and effectiveness.6. Conduct monthly meetings with department heads to identify training needs for franchisees and develop training plans accordingly.7. Continuously invest in self-development to stay updated on industry trends, product knowledge, and training methodologies.Skills:- Proven experience in training delivery, particularly in the financial services industry or franchise management.- Strong understanding of Equity and training methodologies, adult learning principles, and instructional design.- Excellent communication, presentation, and interpersonal skills.- Ability to collaborate effectively with department heads, managers, and franchisees.- Experience in organizing and facilitating engagement activities and events.- Demonstrated ability to design and deliver focused training programs to address specific needs and challenges.- Commitment to ongoing self-development and learning to stay updated on industry trends and best practices.

Job Summary :We are looking for an enthusiastic Telecaller Executive to contribute in generating sales and solving the queries of customers for our company.He/she must be comfortable presenting products or services over the phone as well as dealing with complaints and doubts.The goal is to help the company grow by bringing in customers and developing business. One point of contact for customer including product queries, grievances and servicesRoles & Responsibilities :Contact potential or existing customers to inform them about product or service.Solve queries regarding product and companyGenerate and maintain customer information in the databaseUnderstand customer requirement and close the query promptly.Keep record of calls and sales.Key Requirement :3 5 years of experience as telesales/ customer support representative or customer servicePreferred Industry Finance / Financial ServicesGood knowledge of relevant computer programsAbility to learn about products and services and describe/explain them to prospectOutstanding negotiation skills with the ability to resolve issuesExcellent communication skills.Preferred language proficiency English & Hindi

Position: Equity AdvisorKey Responsibilities:Execute equity trades on behalf of clients with accuracy and timeliness.Monitor and analyze market trends, news, and economic data to support trading decisions.Handle trading terminals and generate brokerage through client advisory.Provide clients with market insights, trading strategies, and investment recommendations.Manage client portfolios to align with investment objectives and risk tolerance.Maintain accurate records of trades and client interactions, ensuring compliance with regulations.Collaborate with research analysts and team members to develop and implement trading strategies.Stay updated with industry developments, regulatory changes, and market conditions.

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

Key Responsibilities:Generate brokerage by advising clients on their equity portfolios.Develop and maintain long-term relationships with clients to retain existing customers and generate new business.Stay constantly updated with market knowledge.Ensure all activities comply with risk and compliance frameworks.Keep clients updated on their orders and market trends.Cross-sell third-party products such as mutual funds, SIPs, and PMS.Execute orders on behalf of clients and ensure high trade volumes and frequent trading.Promote research calls to increase trading volume and frequency.Maintain a high activation ratio and a large number of traded clients.Recommend and guide clients on investment strategies.Drive distribution business through wealth products like mutual funds, PMS, insurance, bonds, corporate FDs, and NCDs.Monitor client exposure limits and resolve client queries regarding market and investment.Focus on generating new business and client base.Ensure the opening of online demat accounts.Maintain relationships with trading customers.Handle and manage HNI clients.Achieve revenue targets that are 5 times the cost to the Company (CTC).Conduct stock market training sessions for clients to boost their investment knowledge and capabilities.Efficiently manage the process of opening new demat accounts for clients.Solicit and manage client references to expand the client base.Engage in derivative trading to enhance client portfolio performance and company profits.Preferred Candidate Profile:Ability to speak in the local language and English.Graduate from a recognized university or college.Strong product knowledge and understanding of the capital market.Minimum of 1 year of experience in equity broking.Holds the latest NISM 8 certificate.Understanding of the local market and captive client base.Basic computer knowledge, including email and Microsoft Office.Good operational knowledge and attention to detail.Process orientation and knowled

Job Type: Full-TimeJob Summary:We are seeking a results-driven Sales Executive to join our authorized partnered team with Motilal Oswal. The ideal candidate will have a proven track record in sales. You will be responsible for promoting our investment banking services, and initiating Demat account opening. Key Responsibilities:Acquiring new clients and getting them onboard.Build and maintain strong relationships with clients, understanding their financial needs.Seek referrals from potential clients to increase new client base.Collaborate with cross-functional teams to ensure seamless service delivery and client satisfaction.

We are seeking a motivated and experienced relationship manager specializing in equity to join our team in Delhi (JANAKPURI WEST-DISTT CENTER)Selected intern's day-to-day responsibilities include:1. Acquire new clients/franchisee2. Generate brokerage primarily through advising clients on their equity portfolio3. Develop and maintain a long term relationship with customers to maintain a high level of retention of the existing customers and focus on generatingnew business4. Need to be constantly updated with the market knowledge5. Ensure all the activities are in adherence as per compliance and risk6. Keeping the clients updated on their orders7. Crossing selling third party products like Mutual fund, SIP, and PMSRequirements:1. Minimum 1 year of experience in equity markets2. NISM certification is mandatory3. Ability to analyze financial data and market trends4. Proactive and client-focused attitude5. Candidate should have good communication skill

1. Knowledge of broking, operations knowledge, risk profiling of client along withtechnical and fundamental understanding.2. In-depth knowledge of Stocks, Bonds, Mutual funds.3. Cross Selling & Up selling of various products and offering by MOSL.4. Visit to franchisee on monthly basis.5. Coordination with different department (RMS, Risk, Compliance, Sales) forsmooth processing of transaction.6. Generation of brokerage.7. Generation of revenue via cross selling other products and services.Interested candidates can share resumes