Anil Kumar
Senior Team Lead Manager @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Senior Team Lead Manager @Motilal Oswal Financial Services Ltd
Chandigarh, IN
EDUCATION
Vinayaka Missions Sikkim University
Bachelor of Commerce - BCom
Mangalayatan University, Aligarh
Master of Business Administration - MBA
ABOUT ANIL KUMAR
Dynamic and performance-driven Wealth Management professional with 10+ years of experience in equity markets, portfolio management, and client advisory. Currently working as Senior Team Lead – Advisory at Motilal Oswal Financial Services Ltd, I specialize in equity derivatives, investment strategies, wealth management and team leadership.Throughout my career, I have managed high-value portfolios, built strong client relationships, and consistently exceeded sales and performance targets. My core strengths include equity research, mutual funds, IPOs, risk advisory, and managing advisory teams.Passionate about helping investors make informed financial decisions through personalized advice and market education. Key Highlights:Led a team of 12 advisors with a strong track record of revenue generationMultiple award winner for sales excellence and performanceCertified in Equity Derivatives, Mutual Funds, Currency Markets, and Investment Advisory (NSE & NISM)
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