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Motilal Oswal Financial Services Limited

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Subramanya Nagar

Bengaluru

Kailasipalyam

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.


How to Apply:
To schedule your interview, call or send your CV via WhatsApp to
HR Avdhut: 7796426971


Relationship Manager

Rashtrapati Bhavan

Noida Sector 16

Job Title: Equities and stocks Dealer 
Company: Motilal Oswal Financial Services Limited
Salary: ₹25,000 – ₹40,000 per month + Incentives
Working Days: Monday to Saturday
Timings: 9:00 AM to 6:00 PM

Job Summary: We are looking for a dynamic and result-oriented professional for the role of Equity Dealer & Equity Advisor. The candidate will be responsible for executing trades, advising clients on investment opportunities, and managing client portfolios to maximize returns.
Key Responsibilities:
 Execute buy/sell orders in equity markets on behalf of clients
Provide investment advice based on market trends and research
Handle stock broking and equity trading activities efficiently
Build and maintain strong relationships with clients
Assist clients in wealth management and portfolio optimization
Monitor market movements and provide timely updates to clients
Ensure compliance with company policies and regulatory guidelines
Generate brokerage and revenue through active client engagement


Required Skills:
Strong knowledge of stock market operations and trading platforms
Experience in equity trading and stock broking
Understanding of wealth management strategies
Good analytical and decision-making skills
Excellent communication and client-handling abilities
Ability to work in a fast-paced environment


Eligibility Criteria:
Graduate in any discipline (Finance/Commerce preferred)
Prior experience in stock broking, advisory, or trading roles is preferred
NISM certification (preferred but not mandatory)


Key Competencies:
Client relationship management
Market analysis and research
Revenue generation mindset
Target-oriented approach




Equity Dealer / Equity Advisor

*Job Description – Operations Executive*

Company: Motilal Oswal Financial Services Ltd.

Position: Operations Executive
Job Type: Full-Time
Shift Timing: 9:00 AM – 6:00 PM
Working Days: Monday to Saturday

Roles & Responsibilities

Handle day-to-day operational activities of the branch/office.
Maintain and update records, documents, and databases.
Coordinate with internal departments for smooth workflow and process execution.
Prepare reports, MIS, and operational data as required.
Support management in administrative and operational tasks.
Ensure compliance with company policies and operational procedures.
Required Skills
Good communication and coordination skills.
knowledge of MS Excel, Word, e-mailing , Google sheets and computer operations.
Strong attention to detail and organizational skills.
Ability to manage multiple tasks efficiently.
Problem-solving and time management abilities.

Eligibility

Graduate in any stream (B.Com/ MBA/ M.Com preferred).
experienced candidates can apply.

Salary

₹22,000 – ₹40,000 per month 

Required Documents
Aadhaar Card
PAN Card
Educational Mark Sheets
Bank Passbook Copy
Recent Passport Size Photograph


Operation Executive

Gopipura

Udhna Dawaja

Stock Market Advisor

College Square

Kolkata

Minto Park

Job Summary
An Independent Financial Advisor provides personalized financial planning and investment advisory services to individuals, families, and businesses. The role involves understanding clients’ financial goals, recommending suitable financial products, and helping clients build long-term wealth through strategic financial planning.

Key Responsibilities
Understand clients’ financial needs, goals, and risk appetite
Provide guidance on:
Mutual Funds
Insurance Planning
Retirement Planning
Tax Saving Investments
PMS (Portfolio Management Services)
Unlisted Shares
Wealth Management Solutions

Develop customized financial plans for clients
Monitor market trends and investment opportunities
Build and maintain strong client relationships
Conduct regular portfolio reviews and financial health check-ups
Generate new business through networking, referrals, and client meetings
Ensure compliance with financial regulations and ethical practices
Educate clients about investment products and financial discipline

Skills & Qualifications
Strong communication and interpersonal skills
Good knowledge of financial products and market trends
Sales and relationship management abilities
Analytical and problem-solving skills
Self-motivated and target-oriented mindset
Basic understanding of taxation and investment planning


Preferred Qualifications
Graduate in Finance, Commerce, Business, or related field
Certifications such as NISM, AMFI, IRDAI, CFP, or equivalent are preferred


Experience
Freshers and experienced professionals both can apply
Prior experience in financial advisory, banking, insurance, or wealth management is an advantage


Work Type
Full-time / Part-time / Freelance
Flexible working hours


Earnings & Growth
Attractive commission-based income
Performance incentives and bonuses
Opportunity to build long-term passive income and personal brand


Ideal Candidate
A passionate individual who enjoys helping people achieve their financial goals while building a successful advisory business independently.


Financial Advisor

Channel Partner

Darshali

Gotri

Commodity Evening Dealing

Dwarka Sector 11

We are looking for a Data Entry Operator to input, update, and maintain data in Excel with accuracy. The candidate should have basic knowledge of Microsoft Excel, good typing speed, and attention to detail. Responsible for data verification and maintaining records.


Back Office Executive

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Motilal Oswal Financial Services Limited Jobs - 8 Verified Vacancies