How much salary can I expect as a Advisory-Franchisee PCG in Motilal Oswal in Mumbai?

You can expect a minimum salary of 50,000 INR and can go up to 70,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

What is the eligibility criteria to apply for Advisory-Franchisee PCG in Motilal Oswal in Mumbai?

The candidate should have completed Graduate degree and people who have 2 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

Is there any specific skill required for this job?

The candidate should have Basic English skills and sound communication skills for this job.

Who can apply for this job?

Both Male and Female candidates can apply for this job.

Is it a work from home job?

No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

Are there any charges or deposits required while applying for the role or while joining?

No work-related deposit needs to be made during your employment with the company.

How can I apply for this job?

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

What is the last date to apply?

The last date to apply for this job is 20-Jun-2026. For more details, download apna app and find Night Shift jobs in Mumbai . Through apna, you can find jobs in 74 cities across India. Join NOW

Advisory-Franchisee PCG

Motilal Oswal

Malad West, Mumbai/Bombay

₹50,000 - ₹70,000 monthly

Fixed

₹50000 - ₹70000

Earning Potential

₹70,000

Work from Office

Full Time

Night Shift

Min. 2 years

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

62 applicants

Job Description

Job Specifications

Role Designation: Advisor -

Franchisee PCG

Department: Advisory-Franchisee PCG

Function: Franchisee

Company: Motilal Oswal Financial

Services

Reporting to: Team Leader -

Franchisee PCG - Franchisee Biz

Location: Mumbai-Malad

(Interface-11)

Job

Purpose

The Advisor – Franchisee PCG is responsible for managing client

portfolios, providing advisory support, and driving revenue through equity,

derivatives, and other financial products. The role focuses on building

strong client relationships, activating new clients, retaining existing ones,

and cross-selling investment solutions such as Mutual Funds, SIPs, PMS, and

AIFs. The Advisor will also collaborate with the franchisee and HO Advisory

team to ensure service excellence, compliance, and market-informed

recommendations.

Key

Deliverables

Ultra HNI Client Advisory &

Portfolio Management

Advise high-net-worth clients on

equity, derivatives, currency, and commodity markets.

Manage large client books (25

Lacs & above) with strategic, research-based investment recommendations.

Conduct detailed profiling of

clients’ financial requirements, investment style, and risk appetite.

Recommend suitable portfolios

and actionable strategies to maximize returns and client satisfaction.

Business Associate (BA)

Relationship & Revenue Scaling

Build strong relationships with

BAs to ensure quality business growth and client service.

Support BAs in scaling their

existing client base and revenue through advisory excellence.

Act as a mentor and advisor to

BAs on market opportunities and investment strategies.

Advisory Excellence & Market

Strategy

Apply deep market understanding

and advanced investment strategies to grow client books.

Create and manage large option

portfolios and high-value trades for Ultra HNI clients.

Provide timely insights on

emerging market trends, opportunities, and risk management strategies

Client & BA Engagement

Conduct regular meetings with

high-value clients and BAs to ensure engagement and satisfaction.

Activate BA clients through

high-quality advisory interactions.

Identify and implement upselling

opportunities to diversify client portfolios.

Product Advisory & Upselling

Guide clients on suitable investment

products: Mutual Funds, PMS, IAP, Insurance.

Ensure portfolio diversification

to bring stability, wealth creation, and long-term client retention.

Focus on increasing client

wallet share and BA revenue through structured advisory approaches.Report any

identified operational or compliance risk areas promptly.

Role

Requirements

Key Requirements

Educational

Qualification

A Bachelor’s Degree in Finance,

Commerce, Business Administration, Economics, or any related discipline is

required.

A strong academic foundation in

capital markets, financial instruments, and investment concepts will be an

added advantage.

Certifications:

Mandatory: NISM Series VIII –

Equity Derivatives Certification (must be active/valid as per regulatory

norms).

Relevant

Work Experience:

Minimum 1–2 years in Ultra HNI

advisory, wealth management, or financial services.

Experience handling large client

portfolios and collaborating with BAs is preferred..

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 exposure