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2 Motilal Oswal Financial Services Financial Advisor Jobs

opening For Individual financial Advisor - IFA

1-6 years

₹ 3.25 - 8L/yr

Hyderabad / Secunderabad

4 vacancies

opening For Individual financial Advisor - IFA

Motilal Oswal Financial Services

posted 14d ago

Job Role Insights

Fixed timing

Job Description

Dear Applicants ,


We are looking for guy who is having Passion for channel business, relationships and qualitative value addition in business IFAs and their clients, competition, other stakeholders


ROLES & RESPONSIBILITIES: -


• Empanelment of IFAs based on Eligibility criteria designed by the company.

• Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFAs

• Providing continuous support to the IFAs on day on day

• Drive IFA Engagement process

• Timely Resolution of IFAs queries

• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

• To conduct and assist in organizing seminars, workshops and other business development activities.


JOB SPECIFICATIONS REQUIRED:


Qualifications: -


An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set:

• 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 well being.

• A thorough understanding of financial markets, their behavior, 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


Interested candidates can share their cv to gorre.tharani@motilaloswal.com.


Employment Type: Full Time, Permanent

Read full job description

Motilal Oswal Financial Services Interview Questions & Tips

Prepare for Motilal Oswal Financial Services Financial Advisor roles with real interview advice

Top Motilal Oswal Financial Services Financial Advisor Interview Questions

Q1. If I give you one lakh rupees, where will you invest it? And how?
Q2. What are ten examples of stocks from the Indian stock market?
Q3. What is the current GDP of India?
View all 9 questions

What Financial Advisor at Motilal Oswal Financial Services are saying

3.3
 Rating based on 132 Financial Advisor reviews

Likes

I like how team members are cooperative with new joinee and advising them about the role we had to do.

  • Salary - Excellent
  • +6 more
Dislikes

There were some concern with the Team leader but apart from that overall working environment is very good to start with in finance career.

Read 132 Financial Advisor reviews

Financial Advisor salary at Motilal Oswal Financial Services

reported by 373 employees
Lock Unlock
₹1 L/yr - ₹5.5 L/yr
24% less than the average Financial Advisor Salary in India
View more details

What Motilal Oswal Financial Services employees are saying about work life

based on 2.7k employees
62%
43%
46%
99%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

Motilal Oswal Financial Services Benefits

Submitted by Company
Health Insurance
Job Training
Life Insurance
Maternity Leave
Sick Leave
Privilege Leave +1 more
Submitted by Employees
Job Training
Soft Skill Training
Health Insurance
Cafeteria
Work From Home
Team Outings +6 more
View more benefits

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Motilal Oswal Financial Services Mumbai Office Location

View all
Mumbai, Maharashtra Office
Headquarter
Motilal Oswal Tower, Rahimtullah Sayani Road, Opposite Parel ST Depot, Prabhadevi, Mumbai - 400025 Mumbai, Maharashtra
400025

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