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Motilal Oswal Financial Services (MOFSL)
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Wealth Relationship Manager @Motilal Oswal

Wealth Relationship Manager @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

3 - 6 Lacs

Mumbai Suburbs, Thane, Mumbai (All Areas)

Posted:3 months ago| Platform:

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Skills Required

Mutual Funds Sales HNI Acquisition Wealth Advisor Wealth Management Equity Sales Wealth Management Advisor Wealth Management Manager Wealth Manager HNI Client Handling Demat HNI Sales Stock Market MF Third Party Wealth Head Wealth Management Portfolio Manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Deliverables : New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements : Educational Qualifications: Graduation Experience: 1+ 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 Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Ashwini : 9923656681

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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
Karan N. Soni

CEO
Ajay Kedia

Chief Financial Officer

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