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3 - 8 years

8 - 18 Lacs

Posted:4 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job

  • Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs.
  • Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships.

Key Deliverables

1. Client sourcing for Investment Products PMS/AIF/MFs , Insurance and Broking Accounts.

2. Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.

3. 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs

4. Daily meetings to be done with existing clients and new prospects for business.

Role Requirements / Educational Qualifications: Graduate

Experience: 3+ Years in Equity / MF / PMS / Broking

Domain Knowledge: Equity

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

Financial Services

Mumbai Maharashtra

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