Cluster Manager @Motilal Oswal

5 - 10 years

5 - 10 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

ROLES & RESPONSIBILITIES: -

  • Lead Sales Team:

    Manage, build, and drive a sales team focused on

    new client acquisition

    and

    margin collection

    .
  • Achieve Targets:

    Meet required

    Assets Under Management (AUM)

    and investor acquisition targets for the cluster
  • HNI Advisory:

    Oversee the timely delivery of

    customized wealth advice

    to HNI customers.
  • Portfolio Review:

    Conduct periodic reviews of client portfolios to ensure alignment with investment objectives.
  • Team Training:

    Organize and conduct periodic training sessions on products and processes for the team

To schedule your interview send your CV through WhatsApp (number mentioned below)

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Motilal Oswal Financial Services (MOFSL) logo
Motilal Oswal Financial Services (MOFSL)

Financial Services

Mumbai Maharashtra

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