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11/04 Veni Rawal
Business HR at Motilal Oswal

Views:2892 Applications:72 Rec. Actions:Recruiter Actions:12

Motilal Oswal - Wealth - Financial Advisor (5-15 yrs)

Mumbai Job Code: 139712

- Responsible for acquisition of new HNI/UHNI, Families, 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.

- Client Acquisition & Revenue Generation

- Develop Product understanding & Domain knowledge

Experience:

- Essential 5 + years of experience in Wealth Management unit managing acquisition of HNI, UHNI,Families, Professional, Corporate Clients.

- Total experience of at least 7+ years.

- Must be from a broking or banking background.

Other Skills

- Excellent Communication & Presentation skills. Social and Influencing skills. Ability to develop long term relationships. Sales & Relationship management experience is necessary and must be demonstrated.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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