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15 Job openings at Motilal Oswal Wealth Management
About Motilal Oswal Wealth Management

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show. Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 12,000+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2022, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Research is the solid foundation on which MOFSL advice is based. Almost 10% of revenue is invested in equity research, and we hire and train the best resources to become our advisors. At present we have 25+ research analysts researching over 250 companies across 20 sectors. From a fundamental, technical, and derivatives research perspective, Motilal Oswal’s research reports have received wide coverage in the media. Our consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row & got inducted into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019.

Accounts and MIS analysis

Not specified

0 - 3 years

INR 2.0 - 4.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: MS Office Secondary Skills: MS Office Roles And Responsibilities: MIS Development and Maintenance: Design, develop, implement, and maintain MIS systems and databases to collect, organize, and analyze data from various sources across the organization.Data Analysis and Reporting: Analyze data trends, patterns, and metrics to generate insightful reports and dashboards that aid in decision-making processes. This includes financial analysis, operational performance analysis, and forecasting.Data Interpretation and Visualization: Translate complex data sets into understandable insights and visualizations using tools like Microsoft Excel, Power BI, Tableau, or other data visualization platforms.Process Improvement: Identify opportunities for process improvement and optimization based on data analysis findings. Collaborate with different departments to streamline workflows and enhance operational efficiency.Quality Assurance: Ensure the accuracy, completeness, and integrity of data within the MIS systems by implementing data quality control measures and performing regular audits.Decision Support: Provide decision support to management by offering data-driven recommendations, insights, and forecasts based on analysis of historical and current data.Training and Documentation: Train end-users on how to effectively use MIS systems and reports. Develop documentation and user manuals to facilitate understanding and usage of MIS tools and processes.

Sales-Commodities

Not specified

0 - 1 years

INR 3.0 - 7.0 Lacs P.A.

Work from Office

Full Time

Primary Skills: Sales Secondary Skills: Sales Roles And Responsibilities: Acquire HNI UHNI Clients for Brkoing accounts. Encourage candidates to trade in commodities, currency or equity. Acquisition of individual clients, corporates, etc., Name Contact No. Email Resume Max size: 2mb

Executive - Advisor-Commodities

Not specified

0 - 3 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 2 Primary Skills: MS Office Secondary Skills: MS Office Roles And Responsibilities: Advising Franchisees for Broking in commodities, currency. Generating brokerage through trading in commodities currency. Doing business development activities for developing business of commodities Currency Name Contact No. Email Resume Max size: 2mb

Manager - Advisory (AMC)

Not specified

6 - 10 years

INR 8.0 - 12.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: MS Office Secondary Skills: MS Office Advisory Roles And Responsibilities: Provide analytics advisory services, analyze data to generate insights, develop and implement analytics solutions, collaborate with stakeholders to understand requirements, create detailed reports and dashboards, support decision-making processes, and provide strategic recommendations. Ensure data accuracy and consistency in analytics outputs.

Manager - Investment Products

Not specified

7 - 10 years

INR 11.0 - 16.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: Private Wealth Management Secondary Skills: Private Wealth Management Roles And Responsibilities: Assisting in the development and implementation of sales strategies and plans for the area.Supporting the Area Manager in identifying and targeting potential customers and markets.Coordinating with sales teams to ensure that they are meeting their targets and objectives.Conducting regular market analysis and research to keep up-to-date on trends, competitors, and customer needs.Developing and maintaining strong relationships with key clients and stakeholders.Supporting the Area Manager in recruiting, training, and managing sales teams in the area.Analyzing sales data and preparing reports for the Area Manager and senior management.Ensuring compliance with all legal and regulatory requirements.Strong understanding of investment products and servicesAbility to work collaboratively with other team members and stakeholders.Strong leadership, communication, and organizational skills.Name Contact No. Email Resume Max size: 2mb

Sr. Executive - Advisor Branch

Not specified

2 - 5 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 15 Primary Skills: Advisor Secondary Skills: Advisor Roles And Responsibilities: Ensure compliance with regulatory requirements and company policies and procedures Develop and implement operational plans and procedures to achieve branch objectives Build and maintain strong relationships with clients, prospects, and industry contacts Manage and report on performance metrics and provide regular updates to senior management Develop and maintain a deep understanding of investment products and services Strong leadership and management skills

Assistant Manager - Corporate Planning

Not specified

6 - 10 years

INR 8.0 - 12.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: Analyst Secondary Skills: Analyst Roles And Responsibilities: "Key Responsibilities: Assist in the development of corporate strategies, annual business plans, and financial forecasts. Conduct market research, competitor analysis, and industry benchmarking to identify growth opportunities. Analyze financial statements, business performance, and operational metrics to provide insights for decision-making. Collaborate with cross-functional teams to track and monitor key business initiatives and strategic projects. Prepare reports, presentations, and dashboards for senior management, highlighting key trends, risks, and recommendations. Assist in budgeting, cost optimization, and business efficiency improvement initiatives. Support MA activities, business expansion plans, and investment proposals. Ensure compliance with corporate governance, financial regulations, and internal policies.Key Skills Competencies: Strong analytical, problem-solving, and financial modeling skills. Proficiency in MS Excel, PowerPoint, and financial analysis tools. Excellent communication and presentation skills. Ability to work with large datasets and derive actionable insights. Strategic mindset with attention to detail and the ability to multitask. Knowledge of industry trends, business strategy, and financial planning."

Sr. Executive - Tele Sales

Not specified

2 - 5 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: MS Office Secondary Skills: MS Office Contacting potential customers through cold calls, emails, and other means to introduce the company's products and services.Building and maintaining relationships with customers by providing excellent customer service and support.Identifying customer needs and presenting solutions that meet their requirements.Negotiating and closing sales deals, while ensuring customer satisfaction.Maintaining accurate records of customer interactions and sales.Achieving sales targets and contributing to the growth of the company.Collaborating with other teams, such as marketing and product development, to improve customer experience and drive sales.Providing feedback to management on customer needs, preferences, and trends to inform product development and marketing strategies.Excellent communication and interpersonal skills, as well as a strong sales drive.Strong time-management skills.

Manager - Sales Manager-Branch

Not specified

3 - 6 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 6 Primary Skills: Sales Secondary Skills: Sales Roles And Responsibilities: Achieve growth and hit sales targets by successfully managing the sales team Design and implement a strategic business plan that expands companys customer base and ensure it s strong presence Own recruiting, objectives setting, coaching and performance monitoring of sales representatives Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs Present sales, revenue and expenses reports and realistic forecasts to the management team Identify emerging markets and market shifts while being fully aware of new products and competition status

Executive - Account Opening

Not specified

1 - 5 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: Accounts and Finance Secondary Skills: Accounts and Finance Roles And Responsibilities The Executive - Account Opening is responsible for managing the account opening process for new customers in an organization. The professional will work closely with customers and internal stakeholders to ensure that new accounts are opened efficiently and accurately. Process new account opening requests and ensure that all required documentation and information is obtained Verify customer identities and perform necessary due diligence to comply with regulatory requirements Communicate with customers to obtain missing information or resolve issues related to account opening Respond to customer inquiries related to account opening and provide excellent customer service Identify opportunities for process improvements and participate in initiatives to streamline account opening processes Experience in account opening, customer service, or a related field Strong understanding of account opening procedures and regulatory requirements

Associate Vice President - Sales & Distribution

Not specified

8 - 12 years

INR 22.5 - 30.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 3 Primary Skills: MS Office Secondary Skills: MS Office Overseeing all sides of accounting operations, including payables, receivables, payroll and tax preparationDeveloping appropriate tracking methods for revenue and expenses.Prepare timely and accurate analyses, summaries and reports of financial data on the operating progress of the companyCreate a reliable cash flow projection process and reporting structure that includes a minimum cash threshold to meet operational needsRoutinely review revenue cycle metrics to identify and address issues affecting overall performance proactivelyManage the companys compliance with local and federal regulatory matters. Name Contact No. Email Resume Max size: 2mb

Senior Manager - Cluster Manager-Investment Product

Not specified

5 - 10 years

INR 12.0 - 17.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 2 Primary Skills: Sales Secondary Skills: Sales Roles And Responsibilities: Monitoring the performance of individual branch and identifying opportunities for improvement.Conducting regular store visits and audits to ensure that branches are operating efficiently and effectively.Providing guidance, training, and support to branch managers and staff to help them achieve performance targets.Developing and implementing marketing strategies and initiatives to drive sales and customer engagement across the cluster.Tracking and analyzing sales data and other key metrics to make informed decisions about cluster operations.Collaborating with other departments, such as logistics, finance, and HR, to ensure that branches are adequately supported and resourced.Ensuring that branches are in compliance with company policies and procedures and that they adhere to all legal and regulatory requirements.Building and maintaining strong relationships with key stakeholders, including customers, suppliers, and local communities.Strong leadership and management skills, with experience leading and motivating teams.Strong analytical and problem-solving skills, with the ability to make data-driven decisions and resolve complex issues.Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with a wide range of stakeholders.

Assistant Manager - Analyst

Not specified

2 - 4 years

INR 5.0 - 9.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 1 Primary Skills: Valuation Secondary Skills: Valuation Conducting research and analysis on private market investment opportunities, such as private equity, real estate, and private debtSupporting investment due diligence and underwriting processes, including financial modeling and analysis, risk assessment, and valuationPreparing investment recommendations and presentations for investment committees and senior managementMonitoring the performance of private market investments, analyzing financial statements and investment data, and making recommendations for changes or adjustments as neededCoordinating with internal and external stakeholders, such as investment managers, legal and compliance teams, and external consultantsEnsuring compliance with regulatory requirements and company policies in private market investmentsStaying current with market trends and developments in private market investmentsExperience conducting research and analysis on private market investment opportunitiesExcellent communication and collaboration skills, with the ability to work effectively with cross-functional teams and stakeholdersStrong analytical and quantitative skills, with the ability to analyze financial statements and investment data, and perform risk assessment and valuation

Manager - Relationship Manager-Investment Products

Not specified

2 - 7 years

INR 11.0 - 16.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 3 Primary Skills: MS Office Secondary Skills: MS Office Roles And Responsibilities: Job Overview: As a Relationship Manager - Wealth, you will be responsible for managing and growing a portfolio of high net worth clients by providing exceptional service, investment advice, and financial planning solutions. You will work with a team of specialists to ensure that clients receive a personalized and holistic approach to their wealth management needs.Key Responsibilities: Build and maintain relationships with high net worth clients, understanding their unique financial goals, objectives, and risk tolerance. Provide investment advice and recommendations based on client's financial objectives and preferences, monitoring and managing portfolios on an ongoing basis. Develop customized financial plans and provide ongoing financial planning solutions to clients. Serve as the primary point of contact for clients, ensuring a high level of service, responsiveness, and professionalism. Proactively identify opportunities to deepen relationships with existing clients and develop new business opportunities.Requirements: Experience in wealth management or financial advisory services, with a proven track record of managing high net worth client relationships. Strong knowledge of investment products, financial planning, and wealth management strategies. Excellent communication and interpersonal skills, with the ability to build and maintain relationships with high net worth clients. Strong analytical and problem-solving skills.

Vice President - Cluster Head

Not specified

15 - 20 years

INR 25.0 - 30.0 Lacs P.A.

Work from Office

Full Time

Vacancies: 4 Primary Skills: Leadership Skills Secondary Skills: Leadership Skills Roles And Responsibilities: The Vice President - Cluster Head is responsible for overseeing and managing multiple business units or clusters within an organization. The Vice President is expected to provide strategic direction, ensure effective execution of business plans, and achieve financial targets. The Vice President must possess excellent leadership skills, be able to motivate and inspire their team, and have a deep understanding of business operations and processes. Provide strategic direction and leadership for multiple business units or clusters within an organization Develop and implement business plans and strategies to achieve financial targets Ensure effective execution of business plans and strategies, and monitor progress against targets Build and maintain strong relationships with clients, prospects, and industry contacts Strong leadership and management skills, with a proven ability to motivate and inspire a team Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, prospects, and industry contacts Ability to develop and execute strategies that align with business objectives

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