Role Overview The Investment Counsellor – Investment Products will advise clients on a broad range of investment solutions, tailoring strategies to meet individual financial goals while adhering to regulatory standards and the firm’s risk policies.

Key Responsibilities

- Conduct comprehensive financial needs analyses and develop customized investment proposals.
- Present and explain investment products (mutual funds, ETFs, bonds, structured solutions, etc.) to clients, highlighting features, risks, and expected returns.
- Maintain up‑to‑date knowledge of market trends, product performance, and regulatory changes; disseminate insights to clients and internal teams.
- Build and nurture long‑term client relationships, providing ongoing portfolio reviews and performance reporting.
- Meet or exceed sales targets and revenue objectives while ensuring compliance with all applicable laws and internal guidelines.
- Collaborate with product specialists, research analysts, and compliance officers to enhance product offerings and client service.
- Prepare accurate documentation for client onboarding, transaction processing, and periodic compliance reviews.
- Participate in professional development programs, workshops, and industry conferences to continuously improve expertise.

Required Skills & Experience

- Minimum 3‑5 years of experience in investment sales, financial planning, or wealth management.
- Proven track record of achieving sales/revenue goals in a client‑facing environment.
- Strong understanding of investment products, asset allocation,



and portfolio construction principles.
- Excellent communication and presentation skills; ability to simplify complex concepts for diverse audiences.
- High level of integrity and a client‑centric mindset.
- Proficiency with CRM systems and financial analysis tools (e.g., Bloomberg, Morningstar, FactSet).
- Relevant professional certifications (e.g., CFA, CFP, NISM, or equivalent) preferred.

Educational Requirements

- Bachelor’s degree in Finance, Economics, Business Administration, or a related field; Master’s degree is a plus.

Desired Attributes

- Analytical thinker with strong problem‑solving abilities.
- Ability to work independently and as part of a collaborative team.
- Adaptable to fast‑changing market conditions and regulatory environments.
- Commitment to continuous learning and professional growth.

Working Conditions

- Primarily office‑based with occasional client site visits; adaptable working arrangements may be offered.
- Travel may be required for client meetings, seminars, or industry events (up to 15% of time).

Application Information

All applications should be submitted through the company’s online portal. For inquiries, contact the recruitment team at xxxxx.

xxxxxx is an equal‑opportunity employer and welcomes candidates from all backgrounds.

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.

📌 Investment Counsellor-Investment Products (Bengaluru)
🏢 Motilal Oswal Financial Services
📍 Bengaluru