Motilal Oswal

1 week ago


Hyderabad, India Nexthire Full time

Company : Motilal Oswal Financial Services Limited Job Description: Area Manager – Investment Products Location: HyderabadTitle: Area Manager – Investment Products (Individual Financial Advisor - IFA)Positions Available: 4Experience Required: Minimum 2 years Summary  : -Passion for channel business, relationships and qualitative value addition in businessIFA's and their clients, competition, other stakeholders ROLES & RESPONSIBILITIES: - Empanelment of IFAs based on Eligibility criteria designed by the company. Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet therevenue target from the mapped IFA's Providing continuous support to the IFAs on day on day Drive IFA Engagement process Timely Resolution of IFA's queries To research, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.  To coordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients. To conduct and assist in organizing seminars, workshops and other businessdevelopment activity. JOB SPECIFICATIONS REQUIRED: Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financialplanning/Wealth Management. Other qualifications like CFP will be an advantage. Desired Skill Set:  Ability to inspire trust and confidence in clients. Ability to engage clients in meaningful conversations about their finances and takeactive interest in their financial well being. A thorough understanding of financial markets, their behavior, movements andexpectations with respect to market.  Ability to process several inputs provided by research team and other sources and applythem to the specific context of several clients – thus generating insights for clients Good oral and written communication skills with clarity of thought, speech andexpression Good interpersonal skills Good Analytical Skills General Competencies: Positive attitude, socially effective, high level of perseverance and patience Assertive & hard working  Result oriented About Company : Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.


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