Roles & Responsibilities: 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 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. Key Skills Behavioural Skills: Leadership People Management Customer Orientation Interpersonal /relationship management skills Technical Skills: Product Knowledge Local Area Knowledge Knowledge on KYC Documents. Education Qualification : Graduate.

Income & expense workings on monthly basis and ensure appropriate booking of accounting entries Bank Reconciliation preparation on daily basis as per SLA defined o Tax balances to be reviewed along with returns/ reconciliation GL scrutiny for all ledgers need to be reviewed on weekly basis and maintain accounts hygiene at all times Perform sample testing as per controls defined for each RCM on quarter basis Prepare TDS liability workings, matching of GST ITC credit with reco & returns Co-ordinate with operations team for reconciling revenue with invoice booking, follow up for receivables, TDS/ GST queries and payment related concerns Inter-company matching of entries and reconciliation on monthly basis Understanding accounting & expense management system thoroughly in order to keep systematic accounting records and improve efficiency through automation

Assist in the preparation, review, and timely filing of Tax Audit reports, Transfer Pricing Audit documentation, and Income Tax returns. Identify and implement automation and process improvement opportunities within the tax function. Support the filing and review of statutory compliances, including SFTs, Equalization Levy, TDS returns, and other income tax-related filings.Manage scrutiny assessments, including drafting responses to notices, preparing submissions, and filing appeals Handle matters related to rectifications, refunds, demands, and penalties; liaise with the Income Tax Department as necessary. Reconcile Form 26AS with ledger entries to ensure accurate TDS credit claims. Apply strong knowledge of Income Tax laws to identify tax-saving opportunities. Regularly reconcile tax records with financials and implement internal controls. Resolve TDS and direct tax-related queries from statutory auditors and internal teams.

Job Purpose Responsible for mentoring, monitoring and driving the area sales team to achieve the sales numbers through IFA Channel. Engage with IFAs, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the IFAs and their clients on different products. Key Deliverables 1. Achieve given AUM and Revenue targets 2. Maintain relationships with the existing network of IFAs 3. Recruit potential new IFAs 4. Manage, recruit and drive the sales team for meeting efforts and performance targets. 5. Ensure highest servicing standard for IFAs in the areas of sales support, query resolution, product training and client seminars 6. Build up team as per defined organization structure Role Requirements Educational Qualifications: Post Graduate Experience: 3+ Years in sales of investment products through IFA channel. Team handling experience: Recommended Domain Knowledge: Understanding of market pulse, trade knowledge, understanding of the indirect channel IT Skills: MS Office and Business Intelligence Applications

Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. Achieving the Business targets assigned in terms of cross-selling, enhancing and upgrading the High Net Worth relationships. Required Candidate profile o Educational Qualifications: Graduate o Experience: 3+ Years in Equity / MF o Domain Knowledge: Equity o IT Skills: MS Office

Key responsibilities : Drive sales and brokerage revenue by guiding Relationship Managers and advisors to achieve their KRAs. Monitor revenue performance across products, customer segments, and branch-level profitability. Ensure smooth branch operations by resolving back-office issues and adhering to agreed SLAs. Manage recruitment, training, and retention of staff, and suggest process improvements based on customer interactions. Qualification: Graduate in any field 5+ years in Broking industry 10+ years experience in team handling

1) Business Acumen a. Expert - Servicing existing PMS clients. -Build a good rapport with them by providing market information & current portfolio status. -Cross selling of Insurance, PMS and other Private equity products. -Ability to learn and be updated in line with the capital markets and current affairs. -Achieving desired sales targets. -Having strong analytical & communication skills. 2) Desired Skill Sets a. Expert 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 wellbeing. A thorough understanding of financial markets, their behaviour, 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. 3) General Competencies Positive attitude, socially effective, high level of perseverance and patience. Assertive & hard working. Result oriented. Role Requirements Educational Qualifications: Any MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like NISM 8 Series will be an advantage. Experience: Minimum 1 year of experience into trading & terminal operation.

Position: Secretary Designation: Senior Executive & Assistant Manager Location: MALAD (Mumbai) KEY RESPONSIBILITIES: Manage calendars, schedule meetings, appointments, and events, and ensure timely reminders. direct inquiries to appropriate team members. Assist with travel arrangements, including booking flights, accommodations, and transportation for staff. Assist with various tasks as required, ensuring the smooth operation of the office. Draft, format, and send emails, memos, and other communications on behalf of the team. REQUIREMENT: Excellent written and verbal communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Thanks & Regrads, Priya Vijaysingh Yadav

Urgent opening for Project Manager - Motilal Oswal Financial Services Position: PMO Designation: Manager to Senior Manager Location: MALAD (Mumbai) KEY RESPONSIBILITIES: Maintain the project progress data - single source of truth through project dashboards. Track & Manage project risk & issues Manage the end-to-end project portfolio including intake, prioritization, tracking, and performance management. Provide early warning on delivery risks and recommend mitigation strategies. Design and deliver executive dashboards on project status, risks, issues, and key milestones. Track KPIs such as schedule adherence, budget variance, effort variance, and benefit realization. Develop insights and trend analyses to improve delivery efficiency and predictability. Serve as a central point of coordination and communication for all program-related updates Ensure transparency of project performance and timely escalation of critical issues. Develop and deliver high-quality report, providing clear and concise updates on the status of project Work closely with cross-functional teams to gather requirements, assign responsibilities, and monitor progress Maintain clear communication with HOD, providing weekly updates on project status, changes, and risks REQUIREMENT: 7+ years of proven experience in the broking domain, program management. Ability to develop and manage detailed project plans, charters, and roadmaps Able to build & maintain strong relationships with stakeholders Excellent communication, coordination, and leadership skills Thanks & Regards, Priya Vijaysingh Yadav

Job Purpose As a Business & Product Trainer, you will play a vital role in equipping our employees with the knowledge and skills necessary to effectively represent and promote our products, software and solutions. The primary focus of this role will be on providing product knowledge, sales techniques, and industry insights to enhance the capabilities of our sales and Advisors across verticals. Key Deliverables 1. Handholding the New employees, ensuring their productivity and focus on Attrition control 2. Conducting Training for internal Employees on products, process and skill development 3. Providing Training to the Employees especially Advisory & Sales 4. Sharing information about Equity, Derivatives, TPP, Commodities & currency 5. Engaging Trainees with eLearning and digital marketing It will require to travel to branches in Maharashtra region for training and when needed to other locations Desired Skill Set Subject Matter Expertise: Candidate should have a deep understanding and expertise in the broking industry, sales, marketing, leadership, communication, or any other business-related field. Strong Communication Skills: Clear and effective communication is paramount. They should be able to convey complex concepts in a simple and understandable manner, both verbally and in writing. Presentation Skills: The ability to deliver engaging and impactful presentations is crucial for a business trainer. They should be adept at using visual aids, multimedia, and interactive techniques to keep trainees interested and focused.

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience 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. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709