Attention! This job posting is 243 days old and might be already filled.

Advisor@Motilal Oswal Financial Services Limited

Company Name Motilal Oswal Financial Services Limited
Location MUMBAI, India
Job Type Advisor
Job Description

Company Profile : 

Motilal Oswal Securities Ltd.* is a group company of Motilal Oswal Financial Service Limited which started as a stock broking company and has blossomed into well diversified firm offering a range of financial products and services.

Job Description : 
  • Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 
  • Track the Affluent & Super Affluent  Client segment in the market for new client acquisition
  • To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
  • To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
  • To conduct and assist in organizing seminars, workshops and other business development activities.


Job will be to be in touch with the HNI clients of PMS and Mutual Fund and provide them the quality inputs with following objective:-

  1. Prevent redemption of their existing portfolios
  2. Tap the upsell and cross sell opportunities
  • Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
  • Experience of advising clients across asset classes.
  • Strong analytical skills and ability to work in teams.

Candidates Profile :  

Qualifications: -

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in financial planning/Wealth Management. Other qualifications like CFP/CFA 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 take active interest in their financial well being.
  • A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
  • Ability to process several inputs provided by 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 & hard working
  • Result oriented

Salary :  As per industry standards,

Interested candidates can mail their updated

resumes at “” with the company name and profile name.

Please go through the JD carefully before applying.

Posted Date 15/11/2019