Equity Advisor

Job Specifications :-

Role Designation: FOCO - Advisor

Department: Advisory-FOCO Franchisee Team

Function: Franchisee

Company: Motilal Oswal Financial Services

Reporting to: FOCO HO - Advisory Team Leader

Location: Motilal Oswal Franchisee

Job Purpose :-

Responsible for driving brokerage revenue by advising clients on equity investments and enhancing their portfolio performance. The role focuses on building strong, long-term customer relationships to ensure high retention and consistent business growth.

Additionally, the FOCO Advisor will promote and cross-sell third-party investment products such as Mutual Funds, SIPs, and PMS to increase client wealth and organizational profitability.

Key Deliverables :-

·      Daily Client Risk Management: Monitor client portfolios daily to assess risk and performance. Identify goal deviations and recommend corrective investment actions.

·      Client Relationship Management: Build strong client relationships through regular communication and reviews. Provide research-backed investment advisory support.

·      Target Achievement & Revenue Growth: Achieve monthly and quarterly brokerage and revenue targets. Participate in joint client meetings to support conversions.

Market Analysis & Compliance: Track market trends and identify relevant investment opportunities. Ensure compliance with SEBI, KYC, and AML guidelines. Maintain ethical standards and report any compliance risks.

Role Requirements :- 

Educational Qualification

o  A Bachelor’s Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required.

o  A strong academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage.

·      Certifications:

o  Mandatory: NISM Series VIII – Equity Derivatives Certification (must be active/valid as per regulatory norms).

·      Relevant Work Experience:

o  Minimum 6 months of professional experience in the equity advisory, broking, or wealth management industry.

o  Prior exposure to client servicing, equity trading, advisory responsibilities and achieving brokerage targets will be highly valued.

o  Experience working within a franchisee-driven business model is a plus.

Why Join Us ? :-

      Join one of India’s most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation.

·      Continuous training, advanced research support, and access to expert advisory teams help you sharpen your investment and market expertise.

·      Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers..

·      Clear pathways to leadership or specialist roles through structured development programs and franchisee network.