Motilal Oswal Walk-in Interview 2026: Investment Counsellor | 1 Vacancy | Chennai
Motilal Oswal Financial Services Limited (MOFSL) is inviting experienced professionals to attend a walk-in interview for the Investment Counsellor position on 2 and 3 November 2026 in Chennai. This opportunity is suitable for candidates with 5+ years of experience in investment counselling, wealth management, product management, or relationship management. Selected candidates will support branch teams, promote investment products, engage with high-net-worth individual (HNI) clients, and help customers align their investment portfolios with their financial objectives.
Motilal Oswal Walk-in Interview 2026 – Job Details
| Particulars | Details |
|---|---|
| Company Name | Motilal Oswal Financial Services Limited (MOFSL) |
| Job Role | Investment Counsellor |
| Department | Investment Products |
| Job Location | Pan India, as mentioned in the notification |
| Walk-in Interview Location | Chennai, Tamil Nadu |
| Total Vacancies | 1 |
| Experience Required | 5+ Years |
| Advertised Salary | ₹10–13 LPA |
| Interview Dates | 2–3 November 2026 |
| Interview Timings | 10:00 AM – 4:30 PM |
| Interview Venue | Motilal Oswal, Office No. 3, Club House Road, Anna Salai, next to Taj Club House, LIC Bus Stand, Chennai – 600002, Tamil Nadu |
| Educational Qualification | Any Graduate |
| Employment Type | Full-Time, Permanent |
| Industry | NBFC / Financial Services |
| Department Category | BFSI, Investments & Trading |
| Role Category | Trading, Asset & Wealth Management |
| Openings | 1 |
Motilal Oswal Investment Counsellor Eligibility Criteria
Candidates interested in the Motilal Oswal Investment Counsellor walk-in interview should review the following eligibility requirements.
- Educational Qualification: Graduation in any discipline.
- Work Experience: Minimum 5 years of relevant professional experience.
- Relevant Background: Investment counselling, wealth management, product management, or relationship management.
- Investment Knowledge: Strong understanding of wealth management, capital markets, and investment products.
- Communication Skills: Excellent verbal communication and presentation abilities.
- Relationship Management: Ability to build and maintain relationships with clients and branch teams.
- Preferred Industry Experience: Wealth management, banking, financial services, or investment counselling.
Candidates with experience in investment products and HNI client relationship management may be well suited for this role.
Job Responsibilities of an Investment Counsellor at Motilal Oswal
The Investment Counsellor will support investment product growth, strengthen branch capabilities, and assist clients with investment-related discussions.
Key responsibilities include:
- Train and empower branch teams on investment products and solutions.
- Drive cross-selling of Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Equity (PE), and structured products.
- Conduct joint meetings with high-net-worth individual (HNI) clients alongside branch teams.
- Support branch teams in achieving investment product sales targets.
- Review client investment portfolios and assess alignment with financial objectives.
- Help branch teams understand investment products, features, and client suitability.
- Build strong working relationships with branch teams and clients.
- Provide investment-related product support and contribute to wealth management business development.
- Support customer engagement and investment product penetration across assigned branches.
Investment Products and Knowledge Required
Candidates applying for the Motilal Oswal Investment Counsellor job should have a strong understanding of financial markets and wealth management products.
| Investment Product | General Understanding |
|---|---|
| Mutual Funds | Pooled investment products across different asset classes |
| PMS | Portfolio Management Services for eligible investors |
| AIF | Alternative Investment Funds |
| PE | Private Equity investment opportunities |
| Structured Products | Financial products with returns linked to underlying assets or market variables |
| Wealth Management | Investment planning and portfolio review based on client objectives |
| Capital Markets | Understanding of market instruments, trends, and investment risks |
Candidates should be able to explain investment products clearly, support branch teams, and contribute to appropriate client discussions based on investment objectives and risk profiles.
Salary and Benefits
The advertised salary range for the Investment Counsellor position is ₹10 lakh to ₹13 lakh per annum.
The final compensation package may depend on the candidate’s experience, relevant expertise, interview performance, and the company’s compensation structure. Candidates should confirm the fixed salary, variable pay, incentives, and other employment benefits directly with the recruitment team.
Motilal Oswal Walk-in Interview Date, Time and Venue
Interview Dates: 2 November and 3 November 2026
Interview Timings: 10:00 AM to 4:30 PM
Interview Venue:
Motilal Oswal Financial Services
Office No. 3, Club House Road
Anna Salai, next to Taj Club House
Near LIC Bus Stand
Chennai – 600002, Tamil Nadu
Google Maps: View Interview Venue
Candidates should confirm the interview schedule and whether the Chennai interview location is applicable to their preferred work location, as the notification mentions Pan India for the role.
Documents to Carry for the Walk-in Interview
Candidates attending the Motilal Oswal walk-in interview should consider carrying the following documents:
- Updated resume or CV.
- Government-issued photo identification.
- Educational certificates and mark sheets.
- Previous employment and experience documents.
- Relevant professional certifications, if applicable.
- Recent passport-size photographs.
- Details of current compensation and notice period, if requested by the recruiter.
These are general interview preparation suggestions. Candidates should verify any mandatory document requirements with the recruitment team.
How to Apply for Motilal Oswal Investment Counsellor Recruitment 2026
Eligible candidates can attend the Motilal Oswal walk-in interview in Chennai on 2 or 3 November 2026, between 10:00 AM and 4:30 PM.
Before attending the interview, candidates should:
- Review the job description and eligibility criteria.
- Prepare an updated resume highlighting relevant wealth management and investment counselling experience.
- Include experience with investment products, client relationship management, and branch support.
- Carry educational certificates, identification, and relevant employment documents.
- Prepare to discuss investment products, capital markets, portfolio reviews, and client relationship management.
- Confirm the interview location and role availability with the recruitment team if necessary.
For company information, visit the Motilal Oswal Financial Services careers page.
Why Apply for the Motilal Oswal Investment Counsellor Job?
The Investment Counsellor position may be suitable for experienced professionals seeking career opportunities in wealth management, investment products, and financial services. The role provides exposure to investment product distribution, HNI client engagement, portfolio discussions, branch team training, and business development.
Professionals with strong financial product knowledge and relationship management skills can explore this opportunity to further develop their careers in the BFSI sector.
Disclaimer: This job post is based on the recruitment details provided in the supplied job notification. The number of vacancies, salary, eligibility criteria, interview schedule, and work location may change. Candidates should verify the latest details with the recruitment team before attending the interview. Never pay money to anyone promising a job offer or guaranteed selection.
