Family Office Sales Role - Institutional Equities

Company Overview:

Motilal Oswal Financial Services is a diversified financial services firm offering a range of products and services including Wealth Management, Institutional Equities, Investment Banking, and Asset Management. With a legacy built on research-based investing and a deep understanding of the Indian capital markets, the firm serves a vast base of retail, institutional, and high-net-worth clients. Operating at a significant scale across India, Motilal Oswal is recognized for its strong focus on value creation and its commitment to delivering high-quality investment insights to its stakeholders.

Role Overview:

The Family Office Sales role within the Institutional Equities division is designed for professionals who excel at managing complex relationships with ultra-high-net-worth families and private investment offices. You will be responsible for positioning Motilal Oswal's institutional-grade research, execution capabilities, and bespoke investment strategies to these sophisticated investors. Working closely with the internal research and trading desks, you will act as a strategic advisor, ensuring that your clients receive timely market intelligence and tailored equity solutions that align with their long-term wealth preservation and growth objectives.

Key Responsibilities:

- Cultivate and manage long-term relationships with family offices and private investment groups to drive equity business growth.

- Translate complex institutional research into actionable investment ideas that meet the specific risk-return profiles of family office mandates.

- Coordinate with the internal research team to facilitate high-level interactions between fund managers, promoters, and key decision-makers at client firms.

- Execute sales strategies that increase market share within the institutional equities segment by identifying untapped investment opportunities for clients.

- Monitor market trends and regulatory shifts to provide proactive advisory services that help clients navigate volatile market cycles.

Required Skillset:

- Demonstrated ability to articulate complex equity market concepts and research findings to sophisticated financial decision-makers.

- Strong interpersonal skills with a proven track record of managing high-stakes relationships and navigating the decision-making processes of family offices.

- Deep functional knowledge of Indian equity markets, including a strong grasp of fundamental research and valuation metrics.

- Ability to work effectively in a high-pressure, on-site environment in Mumbai, collaborating across internal desks to deliver seamless service.

- Professional maturity and the ability to maintain discretion and integrity while handling sensitive financial mandates.

- A postgraduate degree in Finance or an MBA from a reputed institute is preferred to ensure the technical depth required for this role.

- Candidates should possess between 2 - 10 years of relevant experience in Institutional Sales or Family Office coverage.