Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.
Relationship Manager
- Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.
- Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.
- Coordinating with Credit, Legal and Technical team for completing formalities
- Getting file ready for sanction
- Coordination with BSM and Sourcing proper files.
- Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement.
- Maintaining relationship with Connectors, builders and customers
- Doing Marketing activities and promotional campaign for generating leads.
Cluster Legal Manager
- Responsible for Legal recovery for the cluster to ensure NPA accounts gets resolved through legal tools.
- Co-ordination with office of Tehsildar and SARFESI Agency for taking physical possession of Mortgaged Properties.
- Initiate All legal action against delinquent customers for Recovery of dues.
- Liasoning with Police and other government offices for official work.
Learning and Development
- Plan, schedule, and coordinate training sessions, workshops, seminars, and other learning activities. Ensure that all logistical aspects, such as venue, materials, and technology, are managed efficiently.
- Assist in the development of training materials, including presentations, manuals, and e-learning modules. Ensure content is relevant, engaging, and aligned with organizational goals.
- Identify and liaise with external training providers and consultants. Manage relationships and ensure that external training services meet quality standards and organizational requirements.
- Monitor and evaluate the effectiveness of training programs through assessments, feedback, and performance metrics. Prepare reports on training outcomes, attendance, and ROI.
- Provide support to employees regarding training opportunities and career development resources. Address inquiries and provide guidance on available learning resources.
- Continuously assess and improve training programs based on feedback, emerging trends, and organizational needs. Implement best practices and innovative learning solutions
Comodities Trainer
- Develop and deliver training programs for traders
- Create educational materials such as presentations, videos, and documents
- Collaborate with subject matter experts to ensure accurate and up-to-date content
- Evaluate the effectiveness of training programs and make improvements as necessary
- Stay current on market trends, trading strategies, and industry regulations
- Customize training programs based on the needs and experience levels of participants
- Conduct group and one-on-one training sessions
- Strong presentation and communication skills
- Proven experience in commodities trading
- In-depth knowledge of financial markets and trading principles
- Ability to explain complex concepts in a clear and understandable manner
- Experience with instructional design and training methodology
- Strong analytical and problem-solving skill
Branch Sales Programme
Job Specifications
Role Designation: Branch Sales
Programme Department: Broking and Distribution
Function: Broking Company: MOFSL
Reporting to: AVP- Branch Sales
Program Location: MOT Prabhadevi
Job Purpose
The candidate will be in charge of managing providing qualitative analytical
insights on the entire branch sales business and contributing to the
achievement of company goals by identifying areas for development. Working
on data special biz project and biz team incentive working. Driving & monitoring
key projects execution in coordination with biz team.
Key Deliverables
1. Track key business levers and highlight any anomaly to the reporting
manager
2. Coordination with Internal departments and Sales Team and resolve any
operational issues.
3. Mapping and managing of client level data centrally.
4. Connect regularly with Sales team for beat storming.
5. Ability to manage & work on biz data in excel.
Role Requirements
o Educational Qualifications: Post Graduate, Advanced MIS skills
o Experience: 4+ years in Broking or BFSI sector
o Domain Knowledge:
o IT Skills: MS Office
Business Development Executive
About the job
🌟 Join Motilal Oswal Financial Services! 🌟
We’re Hiring:
✨ Business Development Executive
✨ NRI Sales Executive
Location: Malad
Why Join Us?
🔹Dynamic Team: Collaborate and innovate.
🔹Career Growth: Endless opportunities!
Key Responsibilities:
🔹 Client Onboarding
🔹 Product Offering
🔹 Build client relationships
🔹 Brand Management
Qualifications:
🔹Degree in Finance/Business
🔹Sales experience preferred
🔹Strong communication skills
Perks:
💼 Competitive salary + incentives
📈 Professional development
Ready to Elevate Your Career?
Send your resume to param.parikh@motilaloswal.com
Let’s grow together! 🚀
#Hiring #JobOpportunity #FinanceJobs #BusinessDevelopment #SalesJobs #NRI #CareerGrowth #JoinUs #MotilalOswal #FinancialServices #Investment #JobSearch #CareerOpportunity #SalesCareer #FinanceProfessionals
Area Manager
About the job
Job description
•Servicing franchisee & existing PMS clients.
•Build a good rapport with them by providing market information & current portfolio status.
•Cross selling of Mutual Fund & PMS and other TPD products.
• Having strong analytical & communication skills.
•Ability to learn and be updated in line with the capital markets & current affairs.
•Achieving desired sales targets.
Qualifications & Experience:
•An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
•Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
Experience in handling any of Mutual Funds/Stock Broking/PMS/AIF/Unlisted is a must.
Experience in AMC/Stock Broking/Wealth Management Company/Bank is preferred.
CTC: 4L to 7L
Location: Vijayawada, Guntur, Vizag and Rayalaseema
Interested candidates can mail resume to srinivasu.pala@motilaloswal.com
Industry
- Financial Services
Employment Type
Full-time
Area Manager – Investment Products
About the job
JOB SPECIFICATIONS REQUIRED:
1. Servicing franchisees & existing PMS clients.
2. Build a good rapport with them by providing market information & current portfolio status.
3. Cross-selling of Equity, Mutual Fund & PMS products.
4. Having strong analytical & communication skills.
5. Ability to learn and be updated in line with the capital markets & current affairs.
6. Achieving desired sales targets.
7. Daily update the work to the reporting manager by EOD
Qualifications:
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial Planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience– Minimum 1.5+ yrs in handling HNI Relationships, Sales & Financial Planning of HNI Clients from the BFSI sector with good business/market knowledge. Having experience in handling HNI Client Acquisitions and Relationship Management & service.
Desired Skill Set:
- Ability to inspire trust and confidence in clients.
- Ability to engage clients in meaningful conversations about their finances and take an active interest in their financial well-being.
- A thorough understanding of financial markets, their behaviour, movements and expectations with respect to the market.
- Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients – thus generating insights for clients
- Good oral and written communication skills with clarity of thought, speech and expression
- Good interpersonal skills
- Good Analytical Skills General Competencies:
- Positive attitude, socially effective, high level of perseverance and patience
- Assertive & hardworking
- Result oriented.
