Motilal Oswal Wealth Management

Location: Malad-Palm Spring Center Min Experience: 2.0 Max Experience: 5.0 Vacancies: 1 Primary Skills: BPEX Change Methodologies Secondary Skills: BPEX Change Methodologies Job Description: Roles And Responsibilities: Looking for Green Belt Six Sigma certified Business Process Excellence (BPEX) consultant with Business Operation Team. The candidate will be responsible for driving continuous improvement projects, supporting Black Belts and MBBs in their projects. He/ She will be required to liaison with the project team / operations / business as per the need of project. Some of the routine responsibilities may include process mapping, project documentation, maintaining project plan, data analysis etc. Profile - Assistant Manager - BPEX Location - Malad - PSC Key Responsibility: - work full time on process improvement and enhancement - Co-ordinate and deliver BPEX training - Accountable for Master balck belt and black belt projects - Support organization wide BPEX initiatives - Involving project team members including process owners, influencing people and driving process excellence across the organization Requirement - 2 to 4 years experience - Should have Green Belt Six Sigma Certified - Minimum Graduate, MBA is preferred - Trained on BPEX Technologies - Good Analytical and communication skills Thank You Avani Bhatti Name Contact No. Email Resume Max size: 2mb

Location: Malad-Palm Spring Center Min Experience: 2.0 Max Experience: 4.0 Vacancies: 1 Primary Skills: Back Office Secondary Skills: Back Office Job Description: Roles And Responsibilities: Role: Executive / Sr. Executive - Customer Service Location: Malad Key Responsibilities: - Managing the customer Service desk - Attending all calls and queries coming from Branches, franchises and clients - Ensure all queries are resovled within defined TAT - All calls should be closed as per quality parameters - Co-ordinate with internal and external stake holders - Maintaining MIS for the same Requirement: - Minimum Graduation - 1-2 years experience in broking industry Thank You Avani Bhatti Name Contact No. Email Resume Max size: 2mb

Location: Malad-Palm Spring Center Min Experience: 2.0 Max Experience: 6.0 Vacancies: 4 Primary Skills: .Net Secondary Skills: .Net Job Description: Roles And Responsibilities: Looking for Dot Net Developer to work on ASP.NET with C# Profile: Software Development Department : IT Application Location: Motilal Oswal Tower (Prabhadevi) Roles: - To Understand the requirement from Project Manager and code on Dot Net Techonology - To ensure development is completed within timelines with quality delivery - All deliverables should be info sec certified - Root cause analysis for production related to issues and it should be first time resolution - Cases rejected from Quality assurance team should not be more than 20% - Ensure SDLC daiy task list - Developers will involve in HR Portal development from begining, approach of development will be hybrid. - They will work dedicated on other aligned projects and involve partially during execution phase. Years of experience - 2 to 4 Years Technology Required - - ASP.NET, SQL and C# skill set - knowledge about Store procedures / Views / Funtions / Database Design - Java Scrip / Angular JS - Basics Knowledge on web page designing. - Should have hands on experience on windows application and MVC Qualification - Graduation is must Regards, Avani Bhatti Name Contact No. Email Resume Max size: 2mb

Motilal Oswal Wealth Management is looking for Manager - Advisor to join our dynamic team and embark on a rewarding career journey Provide strategic advice and leadership on core business initiatives Support teams with expert knowledge and mentorship Manage resources and guide decision-making processes Ensure alignment with company goals and policies

Job Summary: The Sr. Executive Tele Sales will be responsible for driving sales through effective communication with potential customers via phone, email, and digital channels. The role involves generating leads, nurturing customer relationships, identifying client needs, and achieving sales targets while ensuring customer satisfaction and contributing to business growth. Roles and Responsibilities: Contact potential customers through cold calls, emails, and other communication channels to promote company products and services. Identify customer needs and propose suitable solutions to meet their requirements. Build and maintain long-term relationships with clients by providing excellent customer service and post-sales support. Negotiate and close sales deals while ensuring customer satisfaction and repeat business. Maintain accurate records of customer interactions, leads, and sales performance. Collaborate with marketing and product teams to improve customer experience and align sales strategies. Provide feedback to management on customer trends, preferences, and market insights. Consistently achieve or exceed assigned sales targets and contribute to overall company growth.

Job Summary: The Accounts and MIS Analyst will be responsible for designing, developing, and maintaining management information systems (MIS) to support data-driven decision-making. The role involves analyzing financial and operational data, creating insightful reports, and identifying opportunities for business process improvement to enhance overall efficiency and accuracy. Roles and Responsibilities: Design, develop, and maintain MIS systems and databases to collect and analyze organizational data. Analyze financial and operational performance metrics to prepare insightful reports and dashboards. Interpret data trends and create visualizations using tools such as Microsoft Excel, Power BI, or Tableau. Identify process improvement opportunities based on data analysis and collaborate with teams to streamline workflows. Ensure accuracy, integrity, and completeness of data by implementing regular quality checks and audits. Provide decision support to management through data-driven insights and actionable recommendations. Develop user documentation and train team members on effective usage of MIS systems and reports.

Job Summary: The Relationship Manager Investment Products will be responsible for managing and expanding a portfolio of high-net-worth clients by offering customized investment solutions and financial planning advice. The role involves understanding client goals, designing investment strategies, and ensuring superior service delivery to enhance client satisfaction and business growth. Roles and Responsibilities: Build and maintain strong relationships with high-net-worth clients by understanding their financial objectives and risk profiles. Provide tailored investment advice and product recommendations aligned with clients wealth management goals. Monitor and manage client investment portfolios, ensuring optimal performance and alignment with market trends. Develop and implement comprehensive financial plans to address clients short-term and long-term wealth goals. Act as the primary point of contact for clients, ensuring high-quality service, responsiveness, and proactive communication. Collaborate with product specialists and internal teams to deliver holistic financial solutions. Identify opportunities to deepen client relationships and generate new business through referrals and market engagement. Maintain updated knowledge of financial markets, investment products, and wealth management regulations.

Job Summary: Motilal Oswal Wealth Management is seeking a Manager Advisor to provide strategic guidance, lead core business initiatives, and mentor teams to drive business growth. The role involves offering expert advice, supporting decision-making, and ensuring alignment with company objectives and policies. Key Responsibilities: Provide strategic advice and leadership on core business initiatives. Mentor and support teams with expert knowledge and guidance. Manage resources effectively to optimize team performance. Guide decision-making processes across business functions. Ensure all activities and initiatives align with company goals and policies. Required Skills & Qualifications: Proven experience in wealth management, financial advisory, or related domain. Strong leadership and decision-making capabilities. Excellent interpersonal, communication, and mentoring skills. Strategic thinking with the ability to drive business initiatives. Key Competencies: Team Leadership & Mentorship Strategic Planning & Execution Advisory & Financial Expertise Resource & Decision Management Alignment with Corporate Goals

Job Summary: The Executive Advisor (Commodities) will be responsible for providing advisory support to franchisees and clients for broking in commodities and currency. The role involves driving brokerage generation, executing trading strategies, and contributing to business development initiatives to enhance the organization's presence in the commodities and currency markets. Roles and Responsibilities: Advise franchisees and clients on trading and investment opportunities in commodities and currency segments. Generate brokerage revenue through active trading and advisory support. Execute business development activities to expand the commodities and currency client base. Maintain strong relationships with franchise partners and clients to drive engagement and retention. Provide market insights, updates, and recommendations to help clients make informed trading decisions. Ensure compliance with company policies and regulatory norms while conducting advisory and trading activities.

Job Summary: The Executive Sales (Commodities) will be responsible for acquiring and managing clients for commodity, currency, and equity trading accounts. The role involves identifying potential HNI and UHNI clients, onboarding them for broking services, and driving revenue growth through active engagement and relationship management. Roles and Responsibilities: Acquire HNI and UHNI clients for commodity, currency, and equity broking accounts. Encourage and guide clients to participate in commodity, currency, and equity markets. Build and maintain strong client relationships to ensure business growth and client retention. Identify potential individual and corporate clients through networking, referrals, and cold calling. Collaborate with internal teams to ensure smooth account opening and client onboarding. Meet sales targets and contribute to overall business development goals.

Job Summary: The Sr. Executive Advisor (Branch) will be responsible for managing client relationships, driving branch-level business objectives, and ensuring compliance with regulatory and organizational standards. The role involves advising clients on investment products, implementing operational plans, and contributing to the overall branch performance through strong leadership and client management skills. Roles and Responsibilities: Ensure compliance with all regulatory requirements and internal company policies. Develop and implement operational plans and strategies to achieve branch business goals. Build and maintain strong relationships with clients, prospects, and key industry contacts. Provide expert investment advice and recommendations to clients based on their financial goals. Monitor, manage, and report on branch performance metrics to senior management. Maintain an in-depth understanding of investment products and wealth management services. Foster collaboration within the branch team to enhance customer experience and business outcomes.

Job Summary: The Associate Vice President Sales & Distribution is responsible for overseeing financial operations, ensuring compliance, and supporting the sales and distribution functions by providing accurate financial insights, reporting, and cash flow management. Roles and Responsibilities: Oversee all accounting operations, including payables, receivables, payroll, and tax preparation. Develop and implement tracking methods for revenue, expenses, and operational performance. Prepare timely and accurate analyses, summaries, and reports of financial data related to company operations. Create and maintain a reliable cash flow projection process, including establishing a minimum cash threshold for operational needs. Routinely review revenue cycle metrics to identify and proactively address issues affecting overall performance. Ensure company compliance with local and federal regulatory requirements. Support sales and distribution teams with financial insights to optimize operations and decision-making. Collaborate with senior management to develop strategies for financial and operational efficiency.

Job Summary: The Manager Investment Products will assist in developing and executing sales strategies for investment products, support the Area Manager in business growth initiatives, and manage relationships with key clients and stakeholders. The role requires market research, sales data analysis, and team coordination to ensure achievement of targets while maintaining compliance with regulatory requirements. Roles and Responsibilities: Assist in the development and implementation of sales strategies and plans for the assigned area. Support the Area Manager in identifying potential customers, markets, and business opportunities. Coordinate with sales teams to ensure achievement of targets and objectives. Conduct regular market research and competitor analysis to stay updated on trends and client needs. Develop and maintain strong relationships with key clients, stakeholders, and business partners. Support the Area Manager in recruiting, training, and managing the sales team in the area. Analyze sales performance data and prepare regular reports for senior management. Ensure compliance with all legal, regulatory, and company policies. Provide guidance and expertise on investment products and services to clients and team members. Collaborate with internal teams to improve sales processes, client service, and business growth.

Job Summary: The Manager Sales Manager (Branch) is responsible for driving sales growth, managing the branch sales team, and ensuring strong customer relationships. The role includes strategic planning, performance monitoring, and identifying market opportunities to achieve business objectives. Roles and Responsibilities: Achieve branch growth and sales targets by effectively managing the sales team. Design and implement strategic business plans to expand the customer base and strengthen market presence. Recruit, set objectives, coach, and monitor the performance of sales representatives. Build and maintain strong, long-lasting relationships with customers by understanding their needs and providing tailored solutions. Present sales, revenue, and expense reports, along with realistic forecasts, to the management team. Identify emerging markets and trends while monitoring competitors and new product developments. Collaborate with internal teams to ensure smooth operations and alignment with organizational goals.

Job Summary: The Assistant Manager Analyst will be responsible for conducting in-depth research, valuation, and analysis of private market investment opportunities including private equity, real estate, and private debt. The role involves supporting the investment due diligence process, financial modeling, and performance monitoring to assist senior management and investment committees in decision-making. Roles and Responsibilities: Conduct research and analysis on private market investment opportunities across asset classes such as private equity, real estate, and private debt. Support investment due diligence and underwriting processes, including financial modeling, valuation, and risk assessment. Prepare investment recommendations, reports, and presentations for investment committees and senior leadership. Monitor performance of existing private market investments through analysis of financial statements and investment data. Provide actionable recommendations for portfolio adjustments based on performance reviews. Collaborate with internal teams (legal, compliance, and finance) and external consultants or investment managers. Ensure adherence to regulatory requirements, internal policies, and investment compliance standards. Stay updated on market trends, valuation methodologies, and developments in the private investment landscape.

Job Summary: The Sr. Executive Relationship Associate will be responsible for managing and nurturing client relationships to enhance customer satisfaction, drive business growth, and promote the company's financial products and services. The role involves providing client support, identifying business opportunities through cross-selling and upselling, and ensuring smooth account management and service delivery. Roles and Responsibilities: Build and maintain strong relationships with clients, understanding their financial needs and ensuring high customer satisfaction. Act as the primary contact for client interactions, addressing inquiries, resolving issues, and providing personalized service. Manage client accounts, including new account openings, updates, and transaction processing, while ensuring accurate record-keeping. Provide basic financial advisory support, helping clients understand investment options, risk profiles, and financial planning strategies. Identify opportunities to cross-sell and upsell financial products and services aligned with clients goals. Maintain in-depth knowledge of the organization's financial products, including features, benefits, and associated risks. Collaborate with internal teams to ensure smooth client onboarding, documentation, and after-sales support. Contribute to achieving sales and client retention targets through proactive relationship management and service excellence.

Job Summary: The Assistant Manager BPEX will drive continuous improvement initiatives across the organization, support Black Belts and Master Black Belts in their projects, and liaise with project teams, operations, and business stakeholders. The role focuses on process enhancement, training, and organizational process excellence initiatives. Roles and Responsibilities: Work full-time on process improvement and enhancement initiatives. Coordinate and deliver BPEX training programs. Support and manage projects led by Master Black Belts and Black Belts. Contribute to organization-wide BPEX initiatives. Collaborate with project team members, including process owners, to drive process excellence. Conduct process mapping, project documentation, maintain project plans, and perform data analysis.

Job Summary: The Executive Customer Service will manage the customer service desk, handle queries from branches, franchises, and clients, and ensure timely resolution while maintaining quality standards. The role involves coordination with internal and external stakeholders and maintaining MIS reports. Roles and Responsibilities: Manage the Customer Service desk efficiently. Attend and resolve all calls and queries from branches, franchises, and clients. Ensure all queries are resolved within defined TAT. Close all calls as per quality parameters. Coordinate with internal and external stakeholders to facilitate issue resolution. Maintain MIS reports for tracking and reporting purposes.

Job Summary: The Vice President Cluster Head will be responsible for providing strategic direction and overseeing multiple business units or clusters within the organization. This role demands a seasoned leader with a deep understanding of business operations, financial management, and strategic planning to ensure business growth, profitability, and team excellence. Roles and Responsibilities: Provide strategic direction and leadership for multiple business units or clusters. Develop and implement business plans and strategies to achieve organizational and financial targets. Ensure effective execution of business plans, monitoring progress, and achieving key milestones. Build and maintain strong relationships with clients, prospects, and key industry stakeholders. Drive business performance through effective resource allocation and process optimization. Motivate, mentor, and inspire teams to achieve high performance and deliver business results. Collaborate with cross-functional leaders to ensure alignment with overall business objectives. Analyze market trends and competitive dynamics to identify growth opportunities.

Roles and Responsibilities: Understand requirements from Project Manager and develop applications using Dot Net technologies. Ensure timely completion of development with quality delivery. Ensure all deliverables are information security certified. Perform root cause analysis for production-related issues and achieve first-time resolution. Maintain less than 20% rejection rate from the Quality Assurance team. Follow daily SDLC task lists and project execution plans. Participate in HR Portal development from inception using a hybrid development approach. Work dedicatedly on aligned projects and contribute partially during execution phases.