Relationship Manager HNI Sales Kolkata

Motilal Oswal Financial Services (MOFSL)

4 - 8 years

8 - 16 Lacs

Kolkata

Posted:4 days ago| Platform:

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Skills Required

HNI Sales High Network Sales Sales B2C Sales Investment Products

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experience of advising clients across all asset classes.
Candidates having good vintage in their present as well as previous companies.

Preferred candidate profile

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
To conduct and assist in organizing seminars, workshops and other business development activities.

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