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56 Motilal Oswal Financial Services Jobs

FOCO HO - Advisory Team Leader

4-8 years

₹ 2.7 - 9L/yr (AmbitionBox estimate)

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This is an estimate of the average salary range for this position. It has not been reviewed by the company, and the actual salary may differ.

Mumbai

1 vacancy

FOCO HO - Advisory Team Leader

Motilal Oswal Financial Services

posted 6mon ago

Job Role Insights

Fixed timing

Job Description

Role Designation: FOCO HO - Advisory Team Leader

Department: Franchisee

Company: MOFSL

Location: MOT(Motilal Oswal Tower,Prabhadevi)

Key Deliverables

1 Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.

2 Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.

3 Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations

4 Helping & training the Team to Handling Queries & complains of client's & solving it within TAT.

5 Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.

6 Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.

7 Monitoring, Motivating & enhancing FOCO Advisors (Team) Advising skills through call tracking, weekly targets & meetings, con calls.

8 Visiting respective franchisees where FOCO advisors are placed

9 Daily/ Weekly & Monthly Review with BAs along with FOCO advisors

10 Monthly Review with HO-Seniors

Role Requirements

1. Educational Qualifications: Graduation in any discipline.
2. Experience: 2+ Yrs of experience in financial markets in a leadership role.
3. Knowledge: Basic Knowledge of stock market,Good communication skills and sales attitude.
4. IT Skills: Knowledge of trading applications , MS Office
5. Behavioural Skill Leadership, People Management, Interpersonal/ relationship management skills.
6. Technical Skills Knowledge of Financial products, Analytical ability, Customer orientationRole & responsibilities





Employment Type: Full Time, Permanent

Functional Areas: Other

Read full job description

Motilal Oswal Financial Services Interview Questions & Tips

Prepare for Motilal Oswal Financial Services Team Lead roles with real interview advice

Top Motilal Oswal Financial Services Team Lead Interview Questions

Q1. 1. Introduction 2. Difference between financial markets and stock market 3. What is stock market 4. What is PE , PB , etc 5. What your goal ... read more
Q2. What is matual funds or sip ?
Q3. What if there is a specic event, what would be its impact over market?
View all 133 questions

What people at Motilal Oswal Financial Services are saying

2.8
 Rating based on 24 Team Lead reviews

Likes

Nice to work good knowledge I gained and for my career

  • Salary - Excellent
  • +6 more
Dislikes

Not focusing good quality business

Read 24 Team Lead reviews

Team Lead salary at Motilal Oswal Financial Services

reported by 138 employees with 1-10 years exp.
Lock Unlock
₹2 L/yr - ₹10 L/yr
32% less than the average Team Lead 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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