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Motilal Oswal Financial Services (MOFSL) logo

Wealth Manager @Motilal Oswal

0 - 5 years

3 - 6 Lacs

Mumbai Suburbs, Mumbai, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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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 To schedule an interview or send your CV, please contact HR Avdhut via WhatsApp 9822463775

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Motilal Oswal Financial Services (MOFSL)
Motilal Oswal Financial Services (MOFSL)
www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

    Key People

  • Ramdeo Agrawal

    Co-Founder & Chairman

  • Motilal Oswal

    Co-Founder & Managing Director

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