Motilal Oswal transformation story

Dubbed the best local brokerage in India for 2021, Motilal Oswal is a fast-scaling securities brand that is changing the way people invest in the retail stock market.

In this webinar, we sat down with Mr. Vikram Gosar, Senior Vice President – Digital Transformation at MOSL, to discover how they built a successful phygital customer acquisition and onboarding journey. We also drew tips that retail brokers should know in order to successfully undergo digitization.

Key Discussion Points:

  • The current state of the securities market
  • Importance of brand building & marketing
  • Most effective ways to streamline the sales processes and key metrics to track
  • Identifying and scaling up new customer segments
  • Building and setting up teams for success
  • Technological advancements in delivering sales effectiveness for securities


Vikram Gosar

Vikram Gosar
SVP – Digital Transformation, Motilal Oswal Financial Services

Ruchika Mehra

Ruchika Mehra
Director – Sales, LeadSquared

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