Area Manager – Investment Products

Responsibilities

• Empanel IFAs based on company eligibility criteria
• Support IFAs through joint calls and training programs to drive sales and revenue
• Provide continuous day-to-day support and timely query resolution for IFAs
• Drive the IFA engagement process
• Research and update knowledge on investment opportunities and financial market trends
• Coordinate with product and research teams for client investment decisions
• Organize seminars, workshops, and other business development activities

Requirements

• Minimum 2 years of relevant experience
• MBA/PGDM in Finance or Marketing, or focused education in Financial Planning/Wealth Management
• Strong understanding of financial markets and market behavior
• Excellent oral and written communication skills
• Strong analytical and interpersonal skills

Preferred Qualifications

• CFP certification

About the 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.