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Jobs in Navi Mumbai
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Motilal Oswal Financial Services (MOFSL)
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Senior Wealth Manager @Motilal Oswal

Job Expired: This job listing has expired.

Senior Wealth Manager @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

2 - 7 years

3 - 7 Lacs

Navi Mumbai Mumbai Mumbai (All Areas)

Posted:9 months ago| Platform:

Apply

Skills Required

Private Banking HNI Acquisition Wealth Manager Wealth Management Private Wealth HNI Portfolio Management Mutual Funds Bonds Debentures HNI Client Handling HNI Sales Senior Wealth Manager PE Ultra Hni PMS MF Investment Advisory Investment Products Aif Investment

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Specifications:

Role Designation: Sr RM/RM Investment Products

Department: Investment Products

Function: Sales/Wealth Management

Job Purpose:

The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.

Key Deliverables:

Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
Meet the required AUM, investor acquisition and AUM targets for given area.
Ensure the timely delivery of customized wealth advise to HNI customers
Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
Joint calls with branch team

Role Requirements:

Educational Qualifications: Post Graduation
Experience: 2+ Years in sales/wealth management of handling the HNI clients.
Team handling experience: Not mandatory
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

HR Ashwini

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