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Motilal Oswal Financial Services (MOFSL) logo

HNI Wealth Manager/Relationship Manager @Motilal Oswal

2 - 7 years

10 - 15 Lacs

Bangalore Rural, Bengaluru

Posted:4 days ago| Platform: Naukri logo

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Skills Required

New Client Acquisition Cross Sales HNI Acquisition Wealth Management Franchisee Acquisition Client Acquisition Third Party Products Mutual Funds Sales Equity Franchise Revenue Generation Demat HNI Sales Financial Planning Equity Sales Demat Account Opening Dmat

Work Mode

Work from Office

Job Type

Full Time

Job Description

ROLES & RESPONSIBILITIES: - 1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients. 7.To conduct and assist in organizing seminars, workshops and other business development activities. To conduct and assist in organizing seminars, workshops and other business development activities. Preferred candidate profile Minimum 6 months experience 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. Perks and benefits Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Saumya: 8263043709

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Motilal Oswal Financial Services (MOFSL)
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

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