Rajesh Kumar

Key Account Manager | Investment Consultant

Role: Key Account Manager at Motilal Oswal Financial Services Ltd
Location: Gurugram, HR, IN
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Rajesh Kumar

At Bajaj Broking l,the focus is on crafting personalized investment strategies that…

Experience

Key Account Manager
Motilal Oswal Financial Services Ltd
Jun 2024 — Present · Haryana, IN
Conducted in-depth financial analysis to assess risk tolerance and develop customized investment portfolios for high-net-worth individuals.• Provided ongoing portfolio monitoring and adjustments to maximize returns and mitigate risks.• Cultivated and maintained strong client relationships, delivering exceptional service and addressing client inquiries promptly.

Contact information

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Current company

Motilal Oswal Financial Services Ltd

Financial Services · 15K employees · Founded 1987 · Mumbai, Maharashtra, India

Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 as a small sub-broking unit, with just 2 people running the show. Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 12,000+ member team. Today we are a well-diversified financial services firm offering a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. We have a diversified client base that includes retail customers (including High Net worth Individuals), mutual funds, foreign institutional investors, financial institutions, and corporate clients. We are headquartered in Mumbai and, as of September 2022, had a network spread over 550 cities and towns comprising 2500+ Business Locations operated by our Business Partners, us, and 5.2 Million+ customers. Research is the solid foundation on which MOFSL advice is based. Almost 10% of revenue is invested in equity research, and we hire and train the best resources to become our advisors. At present we have 25+ research analysts researching over 250 companies across 20 sectors. From a fundamental, technical, and derivatives research perspective, Motilal Oswal’s research reports have received wide coverage in the media. Our consistent efforts towards quality equity research have reflected in an increase in the ratings and rankings across various categories in the AsiaMoney Brokers Poll over the years. We have also been awarded the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five years in a row & got inducted into the ‘Hall of Fame’ at the 10th Financial Advisory Awards 2019. SEBI Registration Details - http://bit.ly/4ek37zO

motilaloswalgroup.com

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