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Motilal Oswal Financial Services (MOFSL)
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Acquisition Manager@Motilal Oswal

Acquisition Manager@Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

2 - 6 Lacs

Kolkata

Posted:2 months ago| Platform:

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Skills Required

Acquisition Sales Acquisition Officer HNI Sales Acquisition Manager Equity Sales Acquisition Relationship Manager Share Market Cross Selling Mutual Funds Sales HNI Acquisition Acquisition Demat Casa Sales Acquisition Executive Stock Market Casa Sales Dmat

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Work from Office

Job Type

Full Time

Job Description

Job Title: Acquisition Manager - Wealth Management & Investment Products Location: Kolkata Key Responsibilities: Acquire a minimum of 5 accounts with an initial margin of 1 Lac each. Achieve a minimum of 1 Lac in gross insurance premiums every month (life, general, health, motor). Drive month-on-month (MoM) revenue equivalent to 1x of CTC from third-party products, including insurance, TGS, Edu MO, IAP, PMS, PE, IAF, FD, bonds, etc. Generate MoM transactional broking revenue (equity, currency, commodity) equivalent to 1x of CTC. Research, investigate, and update clients on available investment opportunities and market trends to enhance their portfolio yields. Build a strong client AUM book by bringing in existing clients and managing relationships effectively. Focus on acquiring affluent and super-affluent clients within the market. Role Requirements: Educational Qualification: Graduate Experience: Minimum of 1 year in sales or wealth management with HNI clients. Team Handling Experience: Not required Preferred Background: Wealth Management, Banking, Investment Counseling Domain Knowledge: Strong expertise in sales, wealth management, capital markets, and investment products. Perks & Benefits: Attractive incentives and appraisals based on performance. How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Avdhut: 9822463775

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Motilal Oswal Financial Services (MOFSL)

www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

Key People

Ramdeo Agrawal

Co-Founder & Chairman
Motilal Oswal

Co-Founder & Managing Director
Karan N. Soni

CEO
Ajay Kedia

Chief Financial Officer

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