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Job Description

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm offering products and services across wealth management, broking, asset management, investment banking, and home finance. Founded in 1987, the company has grown into a 12,000+ member team with a strong focus on customer-first values, ethical practices, and research-driven investing. MOFSL serves a wide client base including retail customers, high net worth individuals, institutions, and corporate clients, with over 5.2 million customers across 550+ cities and towns. Headquartered in Mumbai, the firm invests heavily in equity research, with dedicated analysts covering multiple sectors, and has received repeated national awards and industry recognition for its performance and advisory excellence. The company leverages cutting-edge technology and a robust partner network to deliver comprehensive financial solutions.

Role Description The Sales Intern will support the sales team in driving IFA acquisition and partner engagement for Motilal Oswal's financial products and services. Day-to-day responsibilities include assisting in lead generation, participating in IFA calls and meetings, preparing sales presentations and documentation, and updating CRM or internal systems with accurate IFA information. The intern will collaborate with senior sales professionals to understand customer needs, provide service support, and help with follow-ups to ensure timely closure of opportunities. The role also involves learning about MOFSL's product offerings, attending internal trainings, and contributing to marketing or outreach campaigns as needed. This is a full-time, on-site role based in Mumbai.

Qualifications

  • Candidates should possess strong Communication and Customer Service skills to interact effectively with clients and internal stakeholders.
  • Candidates should possess foundational Sales and Sales Management skills including an interest in financial products and partner acquisition.
  • Candidates should possess a willingness to participate in Training and continuous learning to understand markets, products, and sales processes.
  • Basic understanding of financial markets or services, with proficiency in MS Office (Excel, PowerPoint, Word).
  • Ability to work on-site in Mumbai, manage time effectively, and handle multiple tasks with attention to detail.
  • Pursuing or recently completed a degree in Business, Finance, Commerce, Economics, or a related field is preferred.
  • Positive attitude, integrity, and interest in building a career in financial services sales.

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