Role Designation: FOCO HO - Advisory Team Leader

Department: Franchisee

Company: MOFSL

Location: MOT

Key Deliverables:

- Handling Team of 15+ FOCO Advisors & Driving Revenue from clients mapped to them on Equity, Derivatives, currency Markets.
- Achieving the targets set for Team on Cross-selling of IP products like MF-SIPs, IAP, TGS, Insurance & PMS/ AIFs.
- Creation of revenue & Activation of Inactive clients through effective Advisory Drive and Terminal Operations
- Helping & training the Team to Handling Queries & complains of client's & solving it within TAT.
- Achieving the targets set for Team on Acquiring new clients & retaining the old clients by periodic meetings.
- Profiling clients by conducting in depth review of client's financial requirements, analysing information & recommending portfolios.
- Monitoring, Motivating & enhancing FOCO Advisor’s (Team) Advising skills through call tracking, weekly targets & meetings, con calls.
- Visiting respective franchisee’s where FOCO advisors are placed




- Daily/ Weekly & Monthly Review with BA’s along with FOCO advisors
- Monthly Review with HO-Seniors

Role Requirements

1. Educational Qualifications: Graduation in any discipline.
2. Experience: 2+ Yrs of experience in financial markets in a leadership role.
3. Knowledge: Basic Knowledge of stock market,Valuable communication skills and sales attitude.
4. IT Skills: Knowledge of trading applications , MS Office
5. Behavioural Skill – Leadership, People Management, Interpersonal/ relationship management skills.
6. Technical Skills – Knowledge of Financial products, Analytical ability, Customer orientation

Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

📌 FOCO HO - Advisory Team Leader (Mumbai)
🏢 Motilal Oswal Financial Services
📍 Mumbai