Designation: Financial Advisor
Job Description:
- Responsible for acquisition of new HNI/UHNI, corporate clients & offering wealth management products, services.
- Build and Manage relationships that result in successful long term partnerships
- Cross selling of the MOSL basket of Investment Products to all clients.
- Maintaining and leveraging on the relationship with clients acquired.
- Generating referrals and other such ideas to continuously grow business in terms of revenue, AUM and count of Eligible families.
Job Specification:
- Excellent Communication & Presentation skills.
- Social and Influencing skills. Ability to develop long term relationships.
Qualification: MBA / CA / CFA
Years of Experience: 5 - 9 years relevant experience
Job Location: Bangalore
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