Motilal Oswal - Area Manager – Investment Products (Individual Financial Advisor - IFA)

Company : Motilal Oswal Financial Services Limited

Job Description: Area Manager – Investment Products

Location: Hyderabad
Title: Area Manager – Investment Products (Individual Financial Advisor - IFA)
Positions Available: 4
Experience Required: Minimum 2 years

Summary : -
Passion for channel business, relationships and qualitative value addition in business
IFA’s 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 IFA’s
• Providing continuous support to the IFAs on day on day
• Drive IFA Engagement process
• Timely Resolution of IFA’s 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 activity.

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

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented

About Company :

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.