Motilal Oswal - City Head - Sales - Investment Products

Title : City Head

Department : Sales-Investment Products

Level : AVP / Sr. Manager

Location : Pune, Ahmedabad

Area of operation : Sales

Purpose of Role :

Responsible for acquiring corporate relations for the assigned location individually and with the help of team. Ensuring that Team members gets regular sales from assigned accounts.

Do Key Activities:

Responsible to Acquire corporate relations for the assigned Location

Individually and with the help of team

Retain and service the account regularly

Responsible for the sales and revenue target for the location across products

MIS updation on or before prefix time line

Recruitment, training and retention in co-ordination with H.O

To ensure that the team is up-to-date and hands on sales process, products, policies and MIS.

Expected to follow designed Sales process and compliance norms

Preparing team member's performance- weekly, monthly and Quarterly reviews.

No. wise we look at 15 new corporates to be acquired every month,600 new client to be added with 5cr.ofAUM and 5Lacs of premium

Educational Qualifications :

Prior Experience : 5-7 yrs. of corporate sales experience, 3-5 yrs. in sales of Investment products, 2-3 yrs. of Team management

Domain Knowledge : Knowledge of broking, Capital Markets, Banking

IT Skills : Knowledge of MS Office, Internet etc

Behavioural :

People Management : Knowledge of financial products

Assertion : Process orientation

Ability to develop repo : Good presentation skills

Planning and Organizing : Customer orientation

Interpersonal/ relationship management skills