Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm founded in 1987, now employing over 12,000 team members. The company offers a wide range of products and services, including wealth management, broking and distribution, asset management, investment banking, private equity, commodities, currencies, and home finance. With headquarters in Mumbai, MOFSL serves more than 5.2 million customers through over 2,500 business locations across 550 cities and towns. The organization is known for its robust research-driven approach, investing significantly in equity research and employing specialist analysts across sectors. MOFSL has received multiple national awards for brokerage performance and advisory excellence, reflecting its emphasis on customer-first service, ethical practices, and technology-led solutions.

Role Description The Area Manager – IFA Investment Products will oversee and grow the Independent Financial Advisor (IFA) network for Motilal Oswal's investment products in the Chennai region. This is a full-time, on-site role based in Chennai, focused on driving sales, relationship management, and market development. Day-to-day responsibilities include identifying and onboarding new IFAs, training and supporting them on MOFSL's product suite, and enabling them to increase client investments across mutual funds, portfolio management services, and other investment offerings. The role involves monitoring sales performance,



ensuring compliance with regulatory and internal policies, coordinating with internal product, operations, and research teams, and organizing local marketing and investor awareness initiatives.

The Area

Manager is expected to provide regular business reports, maintain high service standards, and represent MOFSL professionally in all external engagements.

Qualifications

- Strong knowledge of investment products and financial markets, including mutual funds, PMS, and other wealth management solutions.
- Experience in sales and business development within financial services, preferably managing IFA/partner channels.
- Proven relationship management and stakeholder engagement skills, with the ability to build and sustain long-term partnerships.
- Solid understanding of regulatory and compliance requirements relevant to distribution of investment products.
- Effective communication, presentation, and negotiation skills to engage IFAs and end clients.
- Ability to analyze sales data, track performance metrics, and develop action plans for growth.
- Comfort with using CRM tools, MS Office (Excel, PowerPoint, Word), and digital platforms for reporting and communication.
- Bachelor's degree in Finance, Commerce, Business, Economics, or a related field; a postgraduate qualification or professional certifications (e.g., NISM, CFP, CFA level) are an advantage.
- Prior on-site experience in regional or area-level roles, with familiarity with the Chennai market or

📌 Area Manager IFA Investment Products (Chennai)
🏢 Motilal Oswal Fin Ser
📍 Chennai