Strategy - Online Business - Motilal Oswal
- Motilal Oswal
- 3 - 8 years
- Mumbai
- 4 months ago
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Job Description
Role & responsibilities
Strategic Planning:
- Work on complete Customer Life Cycle Management for DAD Channel.
- Come up with Strategy to improve Customer Acquisition, Activation, Mapping and Retention.
- Work closely with Marketing, Tech, Business Teams to achieve overall targets.
Performance Management:
- Monitor the performance of Sales Team and Advisory Team Productivity.
- Suggest measures to improve the overall productivity of both the teams.
- Check implementation of DIY and AI levers for improvement of overall productivity.
- Provide financial insights to drive operational efficiency and strategic planning.
Budgeting and Forecasting:
- Work on Forecasting and Projections for Conversion Funnel Across metrics like Lead to Demat, Demat to Margin, Margin to FT, etc.
- Suggest improvement ideas to optimize the budget allotted.
Cost Control and Management:
- Oversee Lead Funnel Conversion and ensure we are able to meet the targets.
- Monitor Channel Mix for Lead Source, share insights and actions for improvement.
Role Requirements
- 47 years of experience in Strategy/Business Planning/Product Management in Broking domain
- Strong understanding of customer acquisition, activation, and retention strategies.
- Experience in monitoring sales/advisory productivity and driving performance improvements.
- Proficiency in funnel management (Lead to Demat, Demat to Margin, Margin to FT).
- Exposure to budgeting, forecasting, and cost optimization.
- Ability to leverage technology, DIY platforms, and AI-based solutions to improve efficiency.
- Strong analytical, problem-solving, and financial modeling skills.
- Excellent communication, collaboration, and stakeholder management abilities.
Job Classification
Industry: Financial Services (Broking)Functional Area / Department: Strategic & Top ManagementRole Category: Strategic ManagementRole: Strategy ManagerEmployement Type: Full timeContact Details:
Company: Motilal OswalLocation(s): Mumbai
Keyskills: Digital Strategic Planning Growth Strategy Business Strategy Corporate Strategy Product Strategy Strategy Development Budgeting And Forecasting Strategic Business Planning Business Planning Market Penetration Cost Control Management Online Business Online
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Motilal Oswal
Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...
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