Job Responsibilities Profound Knowledge on Stock market and its various fundamentals Capable of researching on fundamental parameters and preparing various reports on all companies Summarizing and filtering stocks based on Valuation, Quality and Financial trend Will be responsible for working on Investment Project solely and single-handedly Capable of Back Testing and Forward Testing Should be able to do strong follow up and Project tracking with Internal Stakeholders Good control over spoken and written English, able to communicate effectively, good at number crunching, Knowledge about the way the stock market behaves Also, contribute to daily reports and other team activities Be proficient with MS Word and Excel Minimum 2 years of experience on fundamental analysis is must Qualifications and experience Graduate or Higher Experience: Not essential. Any progress toward CFA designation is highly desirable Passionate about equity investing. Good understanding of Fundamental Stock Markets Technical analysis, stock fundamental analysis, trading & short-term investing knowledge required.

Profile: Relationship Manager Location: Kolkata Key Responsibilities: Responsible for achieving revenue targets through cross selling of subscription based Financial products, Trading Software, Educational Products, Option trading advice, Investment products of Equity, Derivative, Options, Currency and Commodity Market to the Clients and Business Partners. Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution Will be responsible for extensive travelling to branches Ability to bring innovative ideas which helps in achieving sales target Able to handle one to one client meetings independently at clients location Skills Required: Talkative & extrovert Person Fresher / Experienced Graduate / Post-graduate in any stream Should be a self-starter, proactive & target oriented Should possess strong networking & relationship building skills Excellent Public Speaking & Presentation skills Should possess excellent Convincing & Communication Skills Added Knowledge: Knowledge of Stock Market Regional languages like Tamil (Preferred) Package: As per industry standards Schedule You Interviews here with us - https://zoom.us/meeting/register/pUtZNEt4TTWdPLZqOAX5Cw

` Job Specifications Role Designation: Senior Executive Indirect Tax Department: Finance & Accounts Function: Support Company: Motilal Oswal Financial Services Location: MOT Prabhadevi /MOT Malad Reporting to: Senior Manager - Taxation Job Purpose Seeking a detail-oriented and experienced Indirect Tax Specialist to oversee GST compliance and manage appeals and litigations for the organization. The role requires monitoring and reviewing all GST-related activities, ensuring timely filing of returns, and ensuring adherence to e-invoicing requirements. Key Deliverables Review and Monitoring: Oversee and review the timely filing of GST returns, credits, and assessments, ensuring compliance with deadlines. Monitor and ensure all GST-related provisions, including e-invoicing requirements, are adhered to for the MO Group of Companies. Filing & Compliance : Ensure that all returns required under GST laws are filed within the stipulated due dates. Ensure compliance with all provisions of GST laws applicable to the MO Group. GST Amendments and Analysis: Conduct ongoing analysis of GST amendments, rulings, and Advance Authority Rulings (AAR), proactively identifying solutions for major changes. Keep management updated on relevant GST law changes and share updates with relevant internal teams. GST Law Amendments Implementation: Evaluate the impact of GST law amendments on products and services offered by Motilal Oswal Group and ensure timely implementation after thorough analysis. Litigation Documentation & Software: Maintain accurate records of assessment orders, rectification orders, and other legal documents in the tax litigation software. Ensure that the system is regularly updated with new developments such as refunds, demands, and rectifications. MIS & Reporting: Maintain an MIS for tracking pending rectifications, refunds, and OGE (Orders Giving Effect), ensuring timely resolution. Ensure rectifications, refunds, and demands are processed within stipulated timelines (typically within 30 days of generation). Notices & Legal Submissions: Ensure that all tax-related notices and Show Cause Notices (SCNs) are responded to promptly and accurately. Engage with consultants and legal teams to ensure that tax hearings are effectively managed and concluded. Research & Case Law Updates: Continuously monitor and research relevant case laws, keeping a close eye on upcoming rulings that may impact the company. Qualification & Experience Inter CA/Graduate or relevant taxation qualification with a specialization in Indirect Tax. Minimum 3 years of experience in managing GST, VAT, service tax, and other indirect tax- related matters. Expertise in GST compliance, filing, and e-invoicing requirements. Strong knowledge of indirect tax laws, especially in GST amendments and litigation management. Proficiency in using tax litigation software and ERP systems. Analytical and problem-solving skills with a proactive approach to handling tax issues. Excellent written and verbal communication skills. Personal Attributes Experience with MIS preparation and reporting. Knowledge of working capital management and bank reconciliations. Familiarity with regulatory compliance requirements for financial institutions. Strong project management skills with the ability to handle multiple tasks simultaneously. High attention to detail and accuracy.

` Job Specifications Role Designation: Financial Planning & Analysis Department: Support - CFO Function: Finance & Accounts Reporting to: Vice President Company: Motilal Oswal Home Finance Ltd Location: MOT Prabhadevi Job Purpose We are seeking a highly analytical and strategic finance professional to join our Financial Planning & Analysis (FP&A) team for the Affordable Home Loan business. The role is critical in driving financial planning, profitability analysis, and cost optimization. The candidate will work closely with business leaders, providing insights that drive growth and operational efficiency. Key Deliverables 1. Annual Business Planning & Forecasting: Lead the preparation of the Annual Business Plan, ensuring alignment with corporate objectives. Develop and track key financial and operational metrics to support business growth. 2. Financial Analysis & Reporting: Oversee monthly product profitability reporting, analyzing variances, risks, and trends. Conduct variance and profitability analysis, presenting insights to C-suite executives. Provide actionable recommendations to enhance financial performance. 3. Performance Management & Dashboarding: Design and maintain KPI dashboards for the CEO & leadership team, covering financial and non-financial metrics. Analyze product performance and customer segmentation to refine business strategies. 4. Cost Optimization & Strategic Initiatives: Work on cost efficiency projects, including credit cost analysis, operational expense management, and strategic up-tiering of customer segments. Optimize product mix and support the launch of new products to maximize profitability. 5. Branch Profitability & Business Strategy: Develop strategies to improve underperforming branches by addressing issues such as low yields and high costs. Implement measures to enhance operational efficiencies at a regional and branch level. Qualification & Experience Qualification - CA Experience : 5-8 years in Financial Planning & Analysis / Business Finance within the NBFC / Banking / Housing Finance sector

Job Specifications Department: Broking and Distribution Role Designation: Internal Audit Function: Broking and Distribution Reporting to: AVP Internal Audit Company: Motilal Oswal Financial Services Location: MOT Prabhadevi Job Purpose The Internal Auditor will be responsible for conducting thorough audits of various operations, including depository participant operations, custody operations, settlement operations, banking operations within broking, and the payin and payout processes of security and fund transfer of exchanges. The role involves performing half-yearly audits of exchanges and ensuring compliance with regulatory requirements and internal policies. Key Deliverables Depository Participant Operation Audit: Conduct comprehensive audits of depository participant operations. Evaluate the effectiveness of controls and compliance with regulatory requirements. Custody Operation Audit: Perform audits of custody operations to ensure proper management and safeguarding of assets. Assess the accuracy and completeness of custody records and processes. Half-Yearly Audit of Exchanges: Lead and execute half-yearly audits of exchanges. Identify and report on areas of non-compliance and recommend corrective actions. Settlement Operations Audit: Audit settlement operations to ensure timely and accurate settlement of transactions. Review and evaluate the effectiveness of settlement procedures and controls. Banking Operations within Broking Audit: Conduct audits of banking operations within the broking division. Ensure compliance with internal policies and regulatory requirements. Payin and Payout Process Audit: Audit the payin and payout processes of security and fund transfers of exchanges. Verify the accuracy and timeliness of transactions and related documentation. Qualification & Experience CA / MBA from a reputed Institute Minimum 8+ years of experience if CA and 10 years of experience if MBA/PG in a Broking firm. Strong understanding of depository participant operations, custody operations, settlement processes, and banking operations within broking. Knowledge of regulatory requirements related to exchanges and financial transactions..

` Job Specifications Department: Broking and Distribution Role Designation: Internal Audit Function: Broking and Distribution Reporting to: AVP Internal Audit Company: Motilal Oswal Financial Services Location: MOT Prabhadevi Job Purpose The Internal Auditor will be responsible for conducting thorough audits of various operations, including depository participant operations, custody operations, settlement operations, banking operations within broking, and the payin and payout processes of security and fund transfer of exchanges. The role involves performing half-yearly audits of exchanges and ensuring compliance with regulatory requirements and internal policies. Key Deliverables - Depository Participant Operation Audit: Conduct comprehensive audits of depository participant operations. Evaluate the effectiveness of controls and compliance with regulatory requirements. Custody Operation Audit: Perform audits of custody operations to ensure proper management and safeguarding of assets. Assess the accuracy and completeness of custody records and processes. Half-Yearly Audit of Exchanges: Lead and execute half-yearly audits of exchanges. Identify and report on areas of non-compliance and recommend corrective actions. Settlement Operations Audit: Audit settlement operations to ensure timely and accurate settlement of transactions. Review and evaluate the effectiveness of settlement procedures and controls. Banking Operations within Broking Audit: Conduct audits of banking operations within the broking division. Ensure compliance with internal policies and regulatory requirements. Payin and Payout Process Audit: Audit the payin and payout processes of security and fund transfers of exchanges. Verify the accuracy and timeliness of transactions and related documentation. Qualification & Experience CA / MBA from a reputed Institute Minimum 8+ years of experience if CA and 10 years of experience if MBA/PG in a Broking firm. Strong understanding of depository participant operations, custody operations, settlement processes, and banking operations within broking. Knowledge of regulatory requirements related to exchanges and financial transactions..

Job Specifications Acquire New Client, build relationships, and deepen existing client engagement. Sell equity-based investment products while assessing customer needs and risk appetite. Achieve monthly sales targets assigned by the organization on a Monthly basis. Provide Regular updates to Superior. Role Requirements o Educational Qualifications: Any Graduate. o Experience: Minimum 1-6 Yrs of experience in investment products & equity o Domain Knowledge: Knowledge of broking & Sales. o IT Skills: Knowledge of trading applications, MS Office etc

Job Title: Relationship Manager Location: Bangalore Role & Responsibilities: Client Acquisition: Acquire 7-8 new clients per month through outreach and networking. Sales of Investment Products: Promote SIPs, mutual funds, insurance, and other financial products to new and existing clients. Revenue Growth: Meet monthly SIP targets (5 SIPs with Rs. 2000+ each) and drive business growth. Client Relationship: Build and maintain long-term, trust-based client relationships. Preferred Candidate Profile: 6+ months of experience in selling financial products (SIPs, Mutual Funds, Insurance, etc.). Strong communication and sales skills. Basic knowledge of financial markets and products. Experience in broking/financial services is a plus. Perks & Benefits: Competitive salary with performance-based incentives. PF and insurance coverage. Career growth opportunities. Interview Process: HR Round Sales Manager Round For interviews, contact HR Yash on WhatsApp: 9156902218

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Bangalore And Hyderabad Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

Role & responsibilities:- New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each Preferred candidate profile:- Min 6 months experience in CASA, Insurance, Dmat, SIP, Mutual Funds as sales person Good communication skills. Knowledge of broking And operations knowledge. Experienced with good knowledge of broking industry are welcome. Perks and benefits:- PF-Insurance Fixed Salary huge Incentives Work Location: Bangalore And Hyderabad Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Yash: 9156902218

Job Title: Equity Advisor Roles & Responsibilities: Execute orders on behalf of clients based on their investment preferences and strategies. Offer expert advisory services, focusing on AUM (Assets Under Management) product penetration to enhance clients' portfolios. Actively cross-sell third-party investment products such as Insurance, Mutual Funds (MF), PMS, SIPs, TGS, AIF, Bonds, Fixed Deposits (FD), Unlisted Shares, IAP, and other services provided by the company. Acquire new clients while maintaining and building strong, lasting relationships with existing clients. Organize and conduct client meetings to review portfolios, provide investment recommendations, and strengthen client engagement. Preferred Candidate Profile: Knowledgeable in equity markets and financial products. Strong sales and relationship-building skills. Ability to communicate complex financial concepts clearly to clients. Experience in client acquisition and retention strategies. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Yash-9156902218

Relationship Manager: New client acquisition – to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation SIPs – 5 SIPs per month of Rs. 2000 each Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview send your CV through WhatsApp: HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities

Job Responsibilites: Acquire 7-8 new clients monthly through networking and referrals. Cross-sell investment products to meet clients' financial goals. Drive revenue by achieving client acquisition Promote 5 SIPs/month Required Candidate profile Good Communication skills. Minimum Graduation preferred. Should be comfortable for sales. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709 Perks and benefits Fixed Salary huge Incentives Growth opportunities

1.Placing orders on behalf of customers 2.Providing advisory services- AUM product penetration 3.Cross selling of third party investment products 4.Client Meeting NISM 8 is mandatory. Required Candidate profile Functional knowledge on Equity Fundamentals & Technical. Able to generate revenue & meet sales targets. To schedule your interview Call or send your CV through WhatsApp HR Saumya: 8263043709 Perks and benefits Decent Earnings with incentives

1.Placing orders on behalf of customers 2.Providing advisory services- AUM product penetration 3.Cross selling of third party investment products 4.Client Meeting NISM 8 is mandatory. Required Candidate profile Functional knowledge on Equity Fundamentals & Technical. Able to generate revenue & meet sales targets. To schedule your interview Call or send your CV through WhatsApp HR Ashwini :9822643371 Perks and benefits Decent Earnings with incentives

Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Drive business growth by acquiring new clients and fostering long-term relationships. Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals. Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly. Achieve sales targets by generating revenue from new and existing clients. Continuously engage with clients to strengthen relationships and ensure satisfaction. Stay informed on the latest market trends, financial products, and regulatory changes. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Ashwini : 9822643371

Sales Manager (Individual Contributor) - Job Description Key Responsibilities: Drive business growth by acquiring new clients and fostering long-term relationships. Promote and cross-sell a range of financial products such as SIPs, Mutual Funds, Insurance, and Equities to meet clients investment goals. Conduct one-on-one client meetings to understand their financial objectives and tailor investment solutions accordingly. Achieve sales targets by generating revenue from new and existing clients. Continuously engage with clients to strengthen relationships and ensure satisfaction. Stay informed on the latest market trends, financial products, and regulatory changes. Requirements: Educational Qualification : Graduate Experience : Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors. Product Knowledge : Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds. Technical Skills : Proficiency in MS Office tools. Preferred Candidate Profile: At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds. Excellent communication, interpersonal, and relationship-building skills. Strong customer focus, with the ability to identify and address client needs effectively. Experience or familiarity with the broking industry is an added advantage. Perks & Benefits: PF and Insurance coverage Competitive salary with performance-based incentives Opportunities for career growth and professional development Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview, please send your resume or contact HR Ashwini : 9923656681

Business Development Manager Job Description Role & Responsibilities: Acquire 7-8 new clients per month from the open market through proactive prospecting and networking. Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity. Drive revenue generation from all products within sourced accounts, ensuring continued business growth. Achieve a target of 5 SIPs per month, each of Rs. 2000. Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions. Meet monthly and quarterly sales targets through effective client management and strategic cross-selling. Preferred Candidate Profile: Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds. Strong communication and interpersonal skills with the ability to engage and build relationships with clients. Good knowledge of broking and operations within the financial services industry. Prior experience in the broking industry is a plus. Perks and Benefits: PF and Insurance coverage Fixed salary with attractive performance-based incentives Work Location: Chennai, Coimbatore Interview Process: HR Round Sales Manager Round How to Apply: To schedule your interview, call or send your CV via WhatsApp to HR Ashwini : 9822643371

Job Title: Equity Advisor Key Responsibilities: Manage and execute equity trades for clients in line with their personalized investment strategies and preferences. Provide expert investment advice with a focus on optimizing clients' portfolios and increasing Assets Under Management (AUM). Cross-sell a diverse range of financial products, including Insurance, Mutual Funds (MF), Portfolio Management Services (PMS), Systematic Investment Plans (SIPs), Tax-Advantaged Services (TGS), Alternative Investment Funds (AIF), Bonds, Fixed Deposits (FD), Unlisted Shares, and other company offerings. Cultivate new client relationships through strategic outreach and networking, while fostering long-term partnerships with existing clients to ensure sustained business growth. Conduct regular client meetings to review portfolio performance, offer tailored investment advice, and strengthen client engagement and trust. Stay updated on market trends and financial products to offer the most relevant solutions to clients. Preferred Skills & Experience: In-depth knowledge of equity markets and various financial instruments. Proven ability to build and maintain strong client relationships with a focus on long-term retention. Strong communication skills, capable of explaining complex investment products and strategies to clients. Experience in client acquisition, as well as retention and portfolio growth. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut : 9822463775

JOB DESCRIPTION SUMMARY Job Title: PCG Advisor Key Responsibilities: • Advising Super HNI clients on Equity, Derivatives, currency & commodity Markets. • Individually handling clients with the book size of 25 lacs & above. • Creation of revenue & Activation of clients through effective Advisory. • Cross selling of other products like Mutual fund, PMS, Insurance. • Handling Queries & complains of client's & solving it within TAT. • Acquiring new clients & retaining the old clients by periodic meetings. • Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios. • Monitoring & enhancing Advisor's Advising skills through call tracking, weekly targets & meetings, con calls. Educational specifications: S. No. Specification Details 1. Minimum Qualification Graduation & Above 2. Preferred Qualification Post graduate