Business HR at Motilal Oswal
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Motilal Oswal - Wealth - Financial Advisor (5-15 yrs)
- 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.
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