Relationship Manager Motilal Oswal Financial Services (MOFSL)

1.0 - 5.0 years

3 - 5 Lacs

pune

Work from Office

Roles and Responsibilities Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones. Identify opportunities for cross-selling of financial products such as broking, demat accounts, mutual fund sales, portfolio handling, wealth management services. Collaborate with internal teams to resolve customer queries and issues efficiently. Develop a deep understanding of client needs and preferences to provide tailored solutions. Meet or exceed monthly targets set by the organization.

Posted -1 days ago

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Private Client Group Workassist

0.0 years

0 Lacs

chennai, tamil nadu, india

On-site

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. B...

Posted 2 weeks ago

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