Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Roles and Responsibilities

  • Manage relationships with High Net Worth Individuals (HNIs) and Ultra HNIs across various product lines such as Wealth Management, Mutual Funds, Portfolio Management, Life Insurance, Health Insurance, AIFs, Structured Products, Bonds etc.
  • Develop and maintain a deep understanding of clients' financial goals and objectives to provide tailored solutions.
  • Identify new business opportunities through networking within existing client base and market research.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
  • Stay up-to-date with industry trends and regulatory changes to stay ahead in the competitive landscape.

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

Financial Services

Mumbai Maharashtra

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