Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm founded in 1987, now comprising a team of over 12,000 professionals. The company offers a wide range of products and services including Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodities, Currencies, and Home Finance.

MOFSL serves a broad client base, from retail investors and high-net-worth individuals to mutual funds, foreign institutional investors, and corporate clients, through a network of 2,500+ business locations in 550+ cities. The firm is headquartered in Mumbai and is widely recognized for its strong research-led advisory approach, investing significantly in equity research and employing dedicated analysts across sectors. MOFSL has earned multiple industry awards and high rankings for its equity research and brokerage performance, reflecting its focus on customer-first, ethical practices, and technology-driven solutions.

Role Description This is a full-time, on-site Sales and Advisory Professional role based in Mangalore, TAS. The role involves engaging with existing and prospective clients to understand their financial goals, recommending suitable investment and financial products, and providing ongoing portfolio advice aligned with MOFSL’s research-based approach.

Daily responsibilities include meeting sales targets, explaining product features and market developments, conducting client reviews, and ensuring compliance with regulatory and internal policies. The professional will collaborate with internal teams such as research,



operations, and customer support to deliver seamless client service and timely execution of transactions. The role also includes maintaining accurate records of client interactions, participating in local marketing or investor education initiatives, and continuously upgrading product and market knowledge.

Qualifications

- Candidates should possess robust client relationship and communication skills, including the ability to explain complex financial concepts in clear, accessible language.
- Candidates should possess sales and business development skills, with experience in achieving targets, managing pipelines, and converting leads into long-term clients.
- Candidates should possess advisory and analytical skills, such as understanding financial products, interpreting market research, and providing goal-based investment recommendations.
- Candidates should possess organizational and regulatory compliance skills, including accurate documentation, adherence to internal processes, and awareness of relevant financial regulations.
- Candidates should ideally hold a bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications (e.g., NISM, NCFM, or equivalent) are an advantage.
- Candidates should demonstrate proficiency with basic office software and digital tools used for client management and trading or advisory platforms.
- Prior experience in banking, broking, wealth management, or other financial services roles is preferred, along with a customer-focused and ethical approach to advisory.

📌 Sales And Advisory Professional (Mangalore)
🏢 Motilal Oswal Financial Services
📍 Mangalore