Financial Planner

2 - 3 Years
Delhi NCR, Mumbai, Bengaluru
Not Disclosed by RecruiterOpenings: 5Posted 19 days agoJob Applicants: 827Job Views: 801

Job Description

Responsible for preparing financial plans for HNIs. Portfolio review for prospects.
Discussing and explaining financial plans to given timeline. Responsible for handling relationships with assigned clients.
Managing their portfolios and advising them on actionables based on portfolio allocation, market situation, etc. with focus on clients risk profile.
Preparing presentations for client meetings based on market data, in order to arrive at investment/divestment rationale.

Salary: Not Disclosed by Recruiter

Industry:Banking / Financial Services / Broking

Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Investment Banking

Role:Corporate Advisory Manager

Employment Type:Permanent Job, Full Time

Key Skills

Desired Candidate Profile

Please refer to the Job description above


PG:Any Postgraduate - Any Specialization, Other

Company Profile

Motilal Oswal Fin Ser Limited
Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional broking, asset management, investment banking, private equity, commodity broking and principal strategies. The company distributes these products through 1,563 business locations spread across 555 cities and the online channel to over 738,156 registered customers. MOFSL has strong research capabilities, which enables them to identify market trends and stocks with high growth potential, facilitating clients to take well- informed and timely decisions. MOFSL has been ranked by various polls such as the Best Local Brokerage 2005, Most Independent Research - Local Brokerage 2006 and Best Overall Country Research - Local Brokerage 2007 in the Asia Money Brokerage Polls for India. In the StarMine India Broker Rankings 2009 from Thomson Reuters, we won awards in 3 out of 4 categories and also bagged the No. 1 Broker Award in the ET Now â?? StarMine Analyst Awards 2009. We were adjudged as the â??Best Performing Equity Broker (National)â?? at the CNBC TV18 Financial Advisors Awards 2010. MOSL won 4 awards in the ET-Now Starmine Analyst Awards 2010-11, placing it amongst the Top-3 award winning brokers, was ranked No. 2 by AsiaMoney Brokers Poll 2010 in the Best Local Brokerage Category and won the â??Best Market Analystâ?? Award for 2 sectors at the Indiaâ??s Best Market Analyst Awards 2011. Our mutual fund product, M-50 ETF bagged the â??Most Innovative Fund of the Yearâ?? award at the CNBC TV18 CRISIL Mutual Funds Awards 2011. MOFSL won awards for Excellence in HR through Technology and Excellence in Healthcare at Asiaâ??s Best Employer Brand Awards 2011 in Singapore, and the â??Best Capital Markets and Related NBFCâ?? award at the CNBC TV18 Best Banks and Financial Institutions Awards 2011. MOSL also won the â??Best Equity Broking Houseâ?? award for FY11 at the Dun & Bradstreet Equity Broking Awards 2011.
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Recruiter Name:Krishan Kumar

Contact Company:Motilal Oswal Fin Ser Limited

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