Strategy - Research and MTF Business - Motilal Oswal

1 week ago

Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Role & responsibilities

Strategic Planning:

  • Partner with Product Heads to develop long term Product strategies.
  • Work closely with Research, MTF & Business Teams to achieve overall targets.
  • Identify and assess financial risks and opportunities for Research & MTF project.
  • Identify right mix for penetration of Research Calls and its contribution towards revenue and build strategy to improve across all channels.
  • Do competition analysis and Identify gaps in current process and suggest ideas for improvement.
  • Build Segments to Target both the Products and work with Marketing and Tech Teams for implementing the same.

Performance Management:

  • Improve Customer penetration for MTF Product across all channels.
  • Define metrics and monitor performance of Research & MTF Target v/s Achievement.
  • Customer Penetration, Revenue Contribution of Research Calls, New Requirements.

Budgeting and Forecasting:

  • Prepare financial forecasts for Research and MTF Products and update regularly based on actual performance.
  • Coordinate with Product Heads to address variances in Targets and come up with ideas to achieve the required forecasted numbers.

Cost Control and Management:

  • Come up with ideas to improve MTF penetration by giving offers to customers.
  • Monitor and analyze cost expenditures and identify cost-saving opportunities..

Role Requirements

  • 47 years of experience in Strategy/Business Planning/Product Management in Broking domain
  • Proven ability in strategic planning, budgeting, and forecasting.
  • Understanding of capital market products, Research offerings, and MTF business.
  • Proficiency in competition analysis and business performance monitoring.
  • Excellent communication and stakeholder management skills for cross-functional collaboration.
  • Ability to conceptualize and execute strategies for customer penetration and revenue growth.
  • Strong problem-solving, cost optimization, and process improvement mindset.

  • Openings For Motilal Oswal

    2 weeks ago

    Navi Mumbai, Maharashtra, India Conneqt Full time ₹ 2,30,000 - ₹ 2,40,000 per year

    Process- Motilal Oswal - MUTUAL FUNDS SALES Mutual Funds Sales Representative Good Communications Skills Outbound calling Shift- 9:30am to 6:30pm Week Off: Sunday Fixed Graduation mandatory Salary: Upto 23,000+ incentive Fresher/Exp Required Candidate profileQualification:- Graduation mandatory Location:- Kasarwadawali, Thane To schedule your...

  • Business Marketing

    1 week ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    VP Business Marketing Motilal OswalAbout the RoleYou will lead our business marketing function, shaping strategies that drive growth across franchise partners, retail channels and physical touchpoints. From streamlining marketing operations to crafting high-impact franchise campaigns, retail activations and event experiences, you'll ensure Motilal Oswal's...

  • Hiring Fresher Motilal Oswal

    2 weeks ago

    Navi Mumbai, Maharashtra, India Credicus Full time ₹ 18,000 - ₹ 23,000 per year

    Motilal Oswal- MUTUAL FUNDS SALES Mutual Funds Sales Representative Good Communications Skills Outbound calling Shift- 9:30am to 6:30pm Week Off: Sunday Fixed Graduation mandatory Salary: 18,000 To 23,000+incentive Required Candidate profile-Fresher/Experience can apply-Only Graduates -Location: Dhokali Naka, Thane(W) How To ApplyTo schedule your...

  • Hiring Fresher Motilal Oswal

    6 days ago

    Navi Mumbai, Maharashtra, India Connect Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    *Motilal Oswal- MUTUAL FUNDS SALES* Mutual Funds Sales Representative Good Communications Skills Outbound calling Shift- 9:30am to 6:30pm Week Off: Sunday Fixed Graduation mandatory Salary: 18,000 To 23,000+incentive Required Candidate profile-Fresher/Experience can apply -Only Graduates Location: Thane, West How To ApplyTo schedule your...

  • Strategy - Online Business - Motilal Oswal

    1 week ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesStrategic Planning:Work on complete Customer Life Cycle Management for DAD Channel.Come up with Strategy to improve Customer Acquisition, Activation, Mapping and Retention.Work closely with Marketing, Tech, Business Teams to achieve overall targets.Performance Management:Monitor the performance of Sales Team and Advisory Team...

  • Job Alert Fresher Motilal Oswal

    3 days ago

    Navi Mumbai, Maharashtra, India Conneqt Full time ₹ 2,16,000 - ₹ 2,76,000 per year

    Motilal Oswal- MUTUAL FUNDS SALES Mutual Funds Sales Representative Good Communications Skills Outbound calling Shift- 9:30am to 6:30pm Week Off: Sunday Fixed Graduation mandatory Salary: 18,000 To 23,000+incentive Required Candidate profile-Fresher/Experience can apply -Only Graduates Location: Thane, West How To Apply ?To schedule your...

  • Equity Advisor

    4 days ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services Ltd Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Vacancy for Mumbai LocationMotilal Oswal Financial Services LimitedEquity Advisor - 5 years and above experience. Energeticand passionate about markets.Franchisee vertical - B2B profileJoining - ImmediatePosition - 10"NOT APPLICABLE FOR FRESHERS"send cv to Subject Line : Application for Role of Equity Advisor

  • Advisor - NRI Desk-Motilal Oswal Financial Services

    2 weeks ago

    Mumbai, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesAdvising & execution of orders on behalf of clients on equity, derivatives and option strategies.Managing a portfolio of NRI Clients & Understanding their Financial Goals Also Suggesting suitable portfolio strategies that may include products like Private Equity, PMS, MFs, AIFs.Responsible for generating revenue primarily through...

  • Sales Executive

    6 days ago

    Mumbai, Maharashtra, India Takht Financial Private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company DescriptionTakht Financial Private Limited offers a comprehensive range of financial management services including Asset Management, Private Wealth Management, and Retail Wealth Management branded as "My Wealth" for beginner investors. We are committed to providing world-class service to help you grow your wealth. Based in Mumbai, we invite you to...

  • Urgent Hiring @ Connect

    3 days ago

    Navi Mumbai, Maharashtra, India Wrixty Services Full time ₹ 3,00,000 - ₹ 3,60,000 per year

    Inbound & Outbound Calling.Hiring Motilal OswalOutbound Mutual fundsFreshers can apply Graduates OnlyExcellent comms9. 30 to 6.30 ShiftSunday fixed offSalary between 25 to 30 inhand 33 Max CTC. HR. Rabeya Required Candidate profileFreshers can apply .Graduates Only.Excellent comms.Comfortable for Sales out bound.Ready for immediate joiner. HR Ms. Rabeya...