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Cluster Head - Private Wealth

Motilal Oswal Financial Services (MOFSL)

10 - 20 years

|

25 - 40 Lacs

mumbai suburban navi mumbai mumbai (all areas)

Posted:9 hours ago| Platform:

Apply

Skills Required

sales relationship hni acquisition business development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities:

Incumbent would be responsible for the managing HNI/UHNI customers (with surplus investment amounts of Rs. 1 Crore above) and have regular meetings with them , also supporting team to achieve their sales target
Execute cluster business plans for the Wealth Management segment to drive sales in the region
Engage in brand building exercises by focusing on the research based strength of the company
Distinguish the company vis a vis competitor
Engage in brand building exercises by focusing on the research based strength of the company
Actively network and seek referrals to expand the client base and contribute to business growth targets

Preferred candidate profile:

Graduation in any stream / MBA in Marketing, AMFI
15+ Years of experience in wealth management
Excellent knowledge about investment products

Interested candidates can send their resumes at pandey.jyoti@motilaloswal.com

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Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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