Walk-in Drive 9th-11th September… at Motilal Oswal… · Thiruvana…

Relationship Manager - Role & Responsibilities

• Drive new client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
• Generate business through client acquisition, referrals, and market outreach.
• Understand client financial requirements and recommend suitable financial products and services.
• Drive revenue through broking, and other financial products.
• Achieve assigned business, sales, and revenue targets.
• Maintain regular engagement with clients and provide timely service and support.
• Stay updated on financial markets, products, and industry developments.
• NISM Series VIII Equity Derivatives Certification is mandatory/preferred as per business requirement.

Preferred candidate profile

• Minimum 2 years of experience in Financial Markets will be preferred.
• Candidates from the BFSI industry will be given preference.
• Experience in client acquisition, sales, broking, investment products, or wealth management will be an added advantage.

Interested candidates can walk in for an interview between 9th and 11th September 2026 with an updated copy of their resume.

Trivandrum Walk-in Address: 4th Floor, Axis Tower ss kovil road, Thampanoor Opp to SBI Zonal Office, Trivandrum - 695001

Job description

Equity Advisor - Role & Responsibilities

• Drive new client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
• Generate brokerage revenue through self-sourced clients as well as clients sourced through Relationship Managers (RMs).
• Provide clients with equity market insights, investment ideas and portfolio-related guidance based on their requirements and risk profile.
• Drive cross-selling of third-party investment products.
• Maintain regular communication with clients through calls, meetings and market updates
• NISM Series VIII Equity Derivatives Certification is mandatory/preferred as per business requirement.
• Terminal Experience

Preferred candidate profile:

• 1-5 years of relevant experience in Equity Broking / Stock Broking / Wealth Management / Equity Advisory / Financial Services.
• Strong understanding of Indian equity markets, equity products and capital markets.
• Hands-on experience in client acquisition and relationship management.
• Experience in handling Retail, HNI or Affluent clients will be an added advantage.
• Strong knowledge of equity trading, Demat/Trading accounts, market terminology and investment products.

Interested candidates can walk in for an interview between 9th and 11th September 2026 with an updated copy of their resume.

Trivandrum Walk-in Address: 4th Floor, Axis Tower ss kovil road, Thampanoor Opp to SBI Zonal Office, Trivandrum - 695001