Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Job description
•Servicing franchisee & existing PMS clients.
•Build a good rapport with them by providing market information & current portfolio status.
•Cross selling of Mutual Fund, PMS & AIF, Bonds and other TPD products.
• Having strong analytical & communication skills.
•Ability to learn and be updated in line with the capital markets & current affairs.
•Achieving desired sales targets.
Qualifications & Experience:
•An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
•Minimum 2 + yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
Experience in handling any of Mutual Funds/Stock Broking/PMS/AIF/Unlisted is a must.
Experience in AMC/Stock Broking/Wealth Management Company/Bank is preferred.
CTC: 4L to 7L
Location: Hyderabad
Interested candidates can mail resume to srinivasu.pala@motilaloswal.com
Industry
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