Area Manager IFA (Chennai)

Area Manager IFA (Chennai)

09 Sep
|
Motilal Oswal Financial Services
|
Chennai

09 Sep

Motilal Oswal Financial Services

Chennai

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm founded in 1987, now comprising over 12,000 team members. The company offers a broad range of products and services, including wealth management, retail and institutional broking, asset management, investment banking, private equity, and home finance. Headquartered in Mumbai, MOFSL serves more than 5.2 million customers across 550+ cities and towns through 2,500+ business locations. The firm is strongly research-driven, investing significantly in equity research and maintaining a large analyst team covering companies and sectors across the market. MOFSL has received multiple national awards and high industry rankings, reflecting its focus on customer-first service, ethical practices, and technology-driven solutions.
Role Description The Area Manager IFA (Independent Financial Advisors) will be responsible for developing and managing a network of IFAs in the Chennai region, working on-site from the local office and in the field. This role includes identifying, onboarding,



and nurturing IFAs, driving sales of the company’s investment and financial products, and ensuring achievement of regional business targets. The Area Manager will conduct regular meetings, trainings, and product briefings for IFAs, support them with market insights and research-based recommendations, and help enhance their productivity and client servicing standards. The position also involves monitoring performance metrics, preparing periodic business reports, coordinating with internal product and operations teams, and ensuring compliance with regulatory and company policies.
Qualifications
Strong experience in sales and distribution of financial products, preferably in mutual funds, broking, or wealth management, with a focus on managing IFAs or similar partner channels.
Valuable understanding of capital markets, investment products, and basic financial planning concepts, with the ability to exp

📌 Area Manager IFA (Chennai)
🏢 Motilal Oswal Financial Services
📍 Chennai

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