Motilal Oswal - Head - Markets Strategy

Job Purpose :

We are seeking a highly analytical and business-focused Head - Markets Strategy (Broking & Wealth Management) to drive strategic initiatives across the Broking and Wealth Management businesses. The role will be responsible for identifying growth opportunities, formulating business strategies, driving transformation programs, and enabling sustainable revenue and market share growth through data-driven insights.

The Strategy Head will work closely with Business Heads, Product, Sales, Technology, Marketing, Operations, and Finance teams to shape the long-term vision of the Markets business while ensuring successful execution of key strategic priorities.

Key Deliverables :

Business Strategy & Growth :

- Develop and execute long-term strategic roadmap for Broking and Wealth Management businesses.

- Drive initiatives to improve customer acquisition, activation, engagement, retention, and revenue.

- Develop strategies to increase market share across Cash, F&O, MTF, Wealth, and Investment products.

- Lead a team of 2-3 individuals for driving the Strategy Role.

Strategic Projects & Business Transformation :

- Lead high-impact strategic initiatives across business functions.

- Drive digital transformation and AI-led business initiatives.

- Evaluate new business models, partnerships, and revenue opportunities.

- Manage cross-functional projects from concept to implementation with measurable business outcomes.

Market Research & Competitive Intelligence :

- Monitor industry trends, customer behaviour, regulatory developments, and competitive landscape.

- Benchmark products, pricing, customer experience, and sales models against industry leaders.

- Identify emerging opportunities in capital markets, wealth management, fintech, and digital investing.

- Recommend strategic actions based on market intelligence and competitive analysis.

Business Analytics & Performance Management :

- Develop strategic dashboards and business performance MIS for leadership.

- Analyse business performance, customer cohorts, revenue trends, and profitability.

- Evaluate ROI of strategic initiatives and recommend corrective actions.

- Support annual business planning, budgeting, and forecasting exercises.

- Stakeholder Management & Leadership Support :

- Partner with Business, Product, Sales, Technology, Operations, Finance, Compliance, and Marketing teams to drive execution.

- Prepare strategy papers, Board presentations, leadership reviews, and business cases.

- Present actionable recommendations to senior leadership for strategic decision-making.

Role Requirements :

Education :

- MBA / PGDM from a reputed institute (Finance, Strategy, Business Management, or equivalent preferred).

- Bachelor's degree in Finance, Commerce, Business Administration or a related discipline.

Experience :

- 10 -15 years of experience in Corporate Strategy, Business Strategy, Management Consulting, or Corporate Planning within Broking, Wealth Management, Capital Markets, Financial Services, or FinTech.

- Proven expertise in strategic planning, business growth, market research, financial analysis, business transformation, and driving data-driven strategic initiatives across Broking and Wealth Management businesses.

- Demonstrated leadership experience in managing cross-functional strategic projects, preparing Board-level presentations and business cases, partnering with senior leadership, and leading high-performing