Joining Kit - 1 - Motilal Oswal
Joining Kit - 1 - Motilal Oswal
Dear Colleague,
Welcome to Motilal Oswal Group! we are delighted that you have chosen to join one of the
Indias leading financial Services organization and look forward to working with you.
To facilitate you with important information before you join, we have put down some Company
details & procedures for your ready reference. Please take time and care in reading them. You
will find them useful and necessary as you prepare to join Motilal Oswal Group.
Who We are :
Motilal Oswal Securities Ltd. (MOSL) was founded in 1987 as a small sub-broking unit, with just
two people running the show. Focus on customer-first attitude, ethical and transparent business
practices, respect for professionalism, research-based value investing and implementation of
cutting-edge technology have enabled us to blossom into an over 2000+ member team
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Today we are a well diversified financial services firm offering a range of financial products
and services such as Private Wealth Management, Broking and Distribution, Institutional
Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking,
Currency Broking and Principal Strategies
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. Our network is spread over 520 cities and town comprising 1,743 business locations
operated by our business partners and us with 740,000 total registered customers as on
March 31, 2015.
Our unique Wealth Creation Study, authored by Mr. Raamdeo Agrawal, Joint Managing
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Director, is now in its 20 year. Investors keenly await this annual study for the wealth of
information it has on the companies that created wealth during the preceding five years.
You are requested to submit the Employees Data Form with the below mentioned
documents on the date of joining at 9.00 AM to your respective HR Partner OR submit at
the below mentioned address:
Employee Onboarding
HR Operations
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Motilal Oswal Tower, 11 Floor,
Junction of Gokhale & Sayani Road,
Behind ST Depot, Prabhadevi, Mumbai 400 025
Board: +91 22 3980 4236 I DID: 022-3312 4933
Email id : [email protected]
List of Documents
3) Xerox copy of NISM Certificates if cleared (You are also required to upload the same on
MyZone (HR Portal) after you get access to application on your date of joining)
4) Proof of residence address (both permanent and mailing, if different) *
Photocopy of Ration Card
Photocopy of Driving License
Photocopy of Passport
Photocopy of Voting Card
Photocopy of Aadhar card
Photocopy of Rent Agreement
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5) Proof of ID *
Photocopy of Driving License
Photocopy of Passport
Photocopy of Pan Card
Photocopy of Voting Card
Photocopy of Adhar Card ( UID No.)
10) Form 16 from last organization, in absence of this form, please provide the declaration of
income from your last organization to Payroll Department for the period starting from the month
of April of each financial year till the date of release duly singed by your previous employer. You
are required provide details to payroll department like Gross salary, Amount of TDS paid, PF &
Professional Tax deducted by last employer, any tax exemption availed etc.)
On joining the Company, all information related to on boarding will be provided to you
through email like employee code, Myzone Login & password, TNE login & Password and
your buddy details etc.
Payroll for every month is processed by the 22nd of the month. Employees joining on or
before the 22nd of the month will receive salary for the number of days attended, as
applicable. However, for those joining after 22nd of the month, salary would be paid along
with next months salary i.e. in the second month.
Salary Account
You are required to open a salary account with HDFC Bank. Form for opening Bank Account
will be provided to you by HDFC Bank representative at respective location. Kindly fill the
Account Opening form and submit the following documents to HDFC Bank representative:
ID Proof
Address Proof (Both Permanent and Mailing Address proofs are required in case they are
different).
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2 Passport size Photographs
On receipt of the account number from HDFC Bank please update the same by e-mail
to Payroll Desk and Employee on boarding desk to avoid any delay in the salary credit
OR
Note, as per policy we can provide the salary by cheque only for the 1st month from the DOJ.
Reimbursements:
Congratulations on your decision to join Motilal Oswal Group, we look forward to meeting you at 9
am on your joining date. Looking forward to work together to make Motilal Oswal the Best Place to
Work! Should you have any queries regarding the above, please feel free to contact us.
Regards
Sudhir Dhar
Director
Head -Human Resources
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Employee Data Form (EDF)
Please read the instructions carefully before you start filling up the forms.
Please ensure that all information asked for is filled out completely and correctly
If you have some queries in filling up the form, please contact Emponboardingdesk at
022-3312 4933
In case, there is a difference in your Date of Birth as per the certificate/documents provided
by you in HR and Celebration date request you to sent a mail to Employee on boarding
desk [email protected] and HR Helpdesk [email protected]
with your date of celebration. Your contact details & personal details also should be mailed
to [email protected] on your date of joining
All fields are mandatory, please do not use short forms / abbreviations.
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Personal Details
Male Female
Place of Issue *
Date of Issue :*
Date of Expiry :*
In case of Emergency
Contact: *
Name :
Relation :
Phone nos:
Physiological Information :
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Address : Current and Permanent (fill complete Address)
H.No/D.No/Flat No:
Location:
Landmark:
City:
Pin code:
State :
Country :
Contact no :
Location:
Landmark:
City:
Pin code:
State :
Country :
Contact no :
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Languages Known :
Program
Full Time
Part Time
Correspon
dence
Program
Full Time
Part Time
Correspon
dence
Program
Full Time
Part Time
Correspon
dence
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Program
Full Time
Part Time
Correspon
dence
Do you have Practice Certificate (for CA/CS/ICWA) Yes/ No/ Not applied
Do you have membership Certificate (for CA/CS/ICWA) Yes/ No/ Not applied
Employment Section :
Ensure that you are descriptive wherever necessary e.g. If Co. is closed, do mention it. Employee
Code/ ID/ Number are mandatory. If your last employer did not provide one, please mention and
state reasons for the same.
Attach a copy of your last Pay slip & relieving letter/service certificate/Resignation acceptance on letter head
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Sr Company Position Department Permanent/ Last Empl CTC pa Employment
No. Name Held Temporary Grade Code (excluding Period
Gratuity) From & To
Date
Sr Reason for Address Address Corp Office Branch Reporting Mobile No.
No Leaving (Corp (Branch Telephone Telephon Manager Landline Nos. &
Office) where No. e Name & email Id
worked) Designatio
n
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Sr No Name of the HR Designation Email ID Mobile No. Land Line no
Manager
(If available) (If available) (If available)
Other Section :
Do you have relative/ friends in Motilal Oswal Group. Please give details of name,
position held and relation
Sr. Name of the Relative Position Your relation with his/her No /Friend
Do you have relative/ friends with any other financial services company. Please give
details of name, position held and relation
Sr. Name of the Relative Position Your relation with his/her No /Friend
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Details of Relatives/ Friends in Top Positions in Government Authorities :
Please give details of relatives (s) / close friend (s) working in TOP positions in Government/
PSUs Regulatory Authorities/ Financial Institutions as per the following details:
Have you ever been charged with any criminal offence ? if yes please provide Details
Give name of the 3 persons other than relatives to whom we may write to for professional
reference
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Declaration and Authorization
I understand that any employment by Motilal Oswal Financial Services Ltd. & its group Companies
is conditioned upon positive responses from my references, bonding eligibility, continued adherence
to Motilal Oswal Financial Services Ltd. & its group Companies policies and procedures, applicable
rules and regulations and job performance satisfactory at all times.
I further authorize Motilal Oswal Financial Services Ltd. & its group Companies or any third party appointed by
Motilal Oswal Financial Services Ltd. & its group Companies to make inquiries by written communication, by
telephone, or in persons to any former employer, government, agency, educational institution, state police or
any other regulatory, compliance body or organization or any other persons or institutions knowledgeable of
my background, prior history, work experience, nature of duties, CTC, performance levels, reliability,
responsibility, honesty and any other measures of my character or personality
I release Motilal Oswal Financial Services Ltd. & its group Companies or any third party appointed by Motilal
Oswal Financial Services Ltd. & its group Companies from any liability that may arise from such examination
and or verification/checks. Former employers and officials of education institutes, named on this application
are authorized to give information about me and I release them from all liability for issuing such information.
I hereby attest and warrant that all my answers on this application as well as on all forms completed
in conjunction with my employment are true and accurate. I understand that my misrepresentation
of facts, failure to disclose information required on this application or material change in my
information provided which is not reported to Human Resources shall be cause for dismissal
regardless of when discovered by Motilal Oswal Financial Services Ltd. & its group Companies.
A Photostat or any other copy of this instrument bearing my signature shall be equally legally valid
as the original
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Buddy Policy
To make your start in the organization smooth, we have a policy, The Buddy
Policy introduced for newcomers like you.
Enabling the new employee to add value more quickly, leading to increased confidence
and self-esteem;
On your joining, you will be informed your buddy nominated to you by Emponboardingdesk.
For further details, please check the BUDDY POLICY uploaded on MyzOne (HR Portal)
Hope you have a wonderful experience working with us!!!
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Corporate Mobile Facilities
Employees eligible for company paid mobile subscriptions will have to switch to MOFSL
CUG Scheme (Vodafone / Reliance-CDMA/GSM). There are many benefits for being under
CUG Plan like Corporate Rates which are much lower, mobile bill payment would be paid
directly by the Company to service provider, response to customer query is prompt etc.
Hence, request to give your consent whether you want to shift your existing mobile no.
under Corporate scheme OR would you like to opt for New Sim Card from the Company.
Option I : I wish to shift my existing mobile no. under MOFSL CUG Plan YES / NO
Provide your current mobile number
(Provide NOC Letter and Transfer Form to Telehelpdesk, which is available in Myzone)
OR
Option 2 : I wish to opt for new Sim Card from the Company YES / NO
To know CUG plan detail or any information with regard to MOFSL CUG Scheme or new
Sim Card contact Mr. Sachin Durgekar (022-3089 5550), [email protected].
NOTE :
The mobile numbers under the CUG scheme are the property of the company. No transfer
will be entertained to individuals name. The Head HR & Admin will have all rights to make
any exception to this policy for transferring the mobile number to individuals name.
___________________________
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Family Mediclaim Policy
Please fill in your Family details in Mzone to enable HR to cover you and your dependent (Spouse +
2 Children) under Mediclaim Insurance Policy which is part of the Employee Benefits.
NOTE : For further details, refer Mediclaim Policy uploaded on Myzone. (HR Portal)
Name Relation DOB Age Gender Nati Depe Blood Identific Occupation
DD/MM onal ndant Grou ation
/YYYY ity p Mark
Self NA NA
Yes/
No
Yes/
No
Yes/
No
Yes/
No
Yes/
No
Yes/
No
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Parents Mediclaim (Optional)
Basic guidelines :
(1) Premium towards parents mediclaim is a part of CTC. As it being part of CTC, you
cant claim tax exemption under section 80 D towards premium paid.
(3) If you are opting for Parents Mediclaim Policy then you cant discontinue the same
during your tenure with the Company.
(4) If you need time to think whether you want to include your parents under Parent Mediclaim
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Policy, please intimate Payroll Desk on date of Joining or before your 1 salary gets
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processed, the payroll cut-off date i.e. 22 . Payroll will not accept, if you are opting
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parents mediclaim while processing your 2 months salary.
NOTE : For further details, refer Mediclaim Policy uploaded on Myzone. (HR Portal)
If you wish to opt for Parent Mediclaim Policy then fill in the Parents details (Mother/Father
OR Mother in-law/ Father in-law) in Myzone
OPTION 2 : If dont wish to opt for Parent Mediclaim Policy then sign Declaration and
Undertaking
___________________________
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DECLARATION AND UNDERTAKING (for not opting for Parent Mediclaim Policy)
(Name of the Company) (herein after called as employer) hereby declares and undertake as follows:
WHERE AS:
Employer has introduced a Group Mediclaim Policy called Parents Mediclaim Group Policy a copy of
which is placed/available at MyZone, covering medical expenses of employees parents (Mother and
Father OR Mother in-law and Father in-law) which will be placed with such Insurance Company and
such TPA as may be decided from time to time. However, the premium for parents coverage is
sponsored by the Employer on the numbers of years serviced by the individual employee.
Unless approved by the Employer in writing, participation of the employee in the scheme is mandatory.
Employee has approached Employer in writing that he do not wish to opt for this policy and he be
exempted from the Parents Mediclaim Policy Employee agrees and undertakes he shall not be
eligible for this benefit during his tenure with the Employer.
In witness whereof the employee has affixed his signature at ________________on ______day of
______________________________
Signature
Name of the Employee
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Declaration (Section 314)
Pursuant to sub-section (2A) of section 314 of the Companies Act, 1956, I hereby declare that I
am not related to any Director of MOFSL as laid down in sub section (1) of the said Section.
Signature : _______________________________________________
Employee ID : _____________________________________________
_________________________________________________________________________________
I hereby declare that I am related/not related at present to any of the employees in Motilal
Oswal Securities Limited.
Name : _______________________________________________
Relationship : ___________________________________________
Signature : _____________________________________________
Employee ID : ___________________________________________
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Declaration (Attendance)
I, Mr./Mrs./Ms.___________________________________________________ am aware
that as an employee of MOFSL or its subsidiary companies, I will be required to login my
attendance on every working day, once I join the service of the organization. I am also
aware that I will not be eligible for any salary for the period for which I have not logged in
my attendance, unless I regularize for the attendance for the period for which I have not
logged in from my reporting manger through MyzOne (HR Portal).
I understand that the management is justified to withhold/stop/recover salary for such period.
____________________________
Signature of the Employee
Name of the Employee _____________________
Emp. Code No. ______________
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MOFSL IT Policy
Policy:
The Internet Access is provided to associates as per their grades, designations and job
requirements.
Imp. Note:
All associates who are carrying laptop & moving from one office to another office from the base
location, may not able to get internet access because the laptop IP address will change as per
the respective location. For resolving this problem, kindly contact with local IT person.
Procedures:
Internet Access Request Process:-
(1) Requester fills the Internet access request format which is available at Myzone & sends
for approval to his/her HOD.
(2) After receiving the approved e-mail from HOD, forward the same e-mail to his/her
vertical head (refer to vertical head table) for final approval.
(3) Once the approval is received, send this approved email to [email protected]
(4) Receive confirmation e-mail of request accepted / request decline with proper reasons
from [email protected]
(5) IT Head has discretion to reject any request.
(6) Multiple requests can be clubbed in one form to obtain vertical heads approval.
(7) Website addition in Limited Access (Type-3):-
Any specific website for business purpose can be added to the Limited Access (type- (3)
List. Following steps may be followed for same.
(1) Requester fills the website addition request format which is available at myzone & sends
for approval to his/her HOD.
(2) Once the approval received, send this approved email to [email protected]
(3) Receive confirmation e-mail of request accepted / request decline with proper reason
from [email protected]
(4) IT Head has discretion to reject any request.
For details refer the MOFSL IT Policy uploaded on Myzone. (HR Portal)
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Agreement to comply with MOFSL IT Policy
As a user the undersigned acknowledges that he/she is a fiduciary in possession of the information
resources of the company. This means that the undersigned must protect these information
resources from unauthorized activities including disclosure, modification, deletion and usage.
The undersigned has read the relevant MOFSL IT Policy and understands the policies and
guidelines described therein. The undersigned agrees to abide by the policies and guidelines
described therein as a condition of continued employment/ contract. The undersigned further
more understands that violators of these policies and guidelines are subject to disciplinary
measures including privilege revocation and/or employment/contract termination. The
undersigned understands that access to the information systems of the company is a privilege
which may be changed or revoked at the sole discretion of companys management, and which
automatically terminates upon departure from the company.
The undersigned also agrees to promptly report all violation or suspected violations of
MOFSL IT Policy to his Reporting Manager or HOD.
____________________________ _____________________________
Users Name in block capital letters Department
___________________________ __________________________
Witnesss Signature Date
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Declaration (Relieving Letter)
TO WHOMSOEVER IT MAY CONCERN
I hereby undertake that I will clear my dues to my present employer of my own in due course. In
the circumstances I have informed my present employer that I shall not be attending office from
___________ and shall obtain reliving order from my present employer after clearing my
dues and submit to you accordingly. I also submit that I am under no obligation to serve my
present employer for any particular period under Service Bond. Liabilities/Disputes if any
with regards to my employment/ non-employment with my present employer arises in future
on such count shall be taken care of by me without involving
MOFSL/MOSL/MOAMCL/MOCBPL/MOIAPL/MOPEAPL/ MOIBPL/AHFCL.
In the circumstances, I request you to allow me to join the service of the company in terms
of the offer of the appointment issued to me.
Sincerely,
___________________________
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Declaration (mis-sell)
I, Mr./Mrs./Ms.___________________________________________________ am aware,
that as an employee of Motilal Oswal Securities Limited (referred to as MOSL / the
company, hereafter), I shall not undertake to mis-sell or misrepresent any of the companys
I shall behave as a responsible employee and act in the interest of the company without
compromising the customers interests.
I undertake to indemnify and shall always keep indemnified my employer, MOSL, from and against
all claims, demands, actions, proceedings, loss, damages, liabilities, charges and/or expenses that
are or may be occasioned due to such mis-selling, by me, I agree to indemnify MOSL against all
legal claims including legal costs incurred to defend any claim made by clients against me.
____________________________
Signature of the Employee
Name of the Employee _____________________
Emp. Code No. ______________
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Provident Fund (PF)
Basic guidelines :
(1) Employees having Basic Salary more than Rs. 15000/- pm would have PF as an
optional. It is employees prerogative whether he or she wishes to opt for PF.
(2) Once you opt for PF then you cant discontinue the same during your tenure with the Company.
(3) If you need time to think whether you want to opt PF, please intimate Payroll Desk on
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date of Joining or before the payroll cut-off date i.e. 22 . If you have not opted for PF
from your date of joining and subsequently you wishes to opt for PF then you do so by
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intimating Payrolldesk before the payroll cut-off date i.e. 22 .
Update the Payrolldesk through mail before payroll cut-off date and fill Form 2 (PF
Nomination Form)
OPTION 2 : If dont wish to opt for Provident Fund then fill Form 11
NOTE : If you have opted for PF and wish to transfer your PF amount from your previous
employers to Motilal Oswal then you can check with your Pervious employer whether they have
digital signature. In case they dont have then requested to fill Form 13. Also check with your
previous employer if the PF fund is a private fund or with an EPF and obtain the PF Code No
from your previous employer
For any further clarification on PF, you can get in touch with
[email protected] or contact on 022-3312 4942
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.