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Business HR - AMC at Motilal Oswal
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Motilal Oswal - Institutional Sales Role (5-8 yrs)
Location - Chennai
PRINCIPAL RESPONSIBILITIES:
- Identify institutional clients for investments in Equity MFs/PMS.
- Servicing current institutional distributors in order to advance sales.
- Strengthen working relationships with Institutional investors. The engagement should include:
- Providing updated marketing material
- Regular client meetings based on the client segmentation model.
- Preparing and implementing annual sales strategies for relevant regions.
- Identify and acquire new clients
- Achieve defined Gross, Net Sales and Asset targets defined each year.
ESSENTIAL SKILLS REQUIRED:
- Strong relationship management skills with sound understanding of MF and PMS products
- Strong written and oral communication skills.
- Strong interpersonal skills
- Presentation skills
- Perseverance & Patience
- Self starter, self motivated, Go-getter
- Flexibility & Adaptability
- Ability to take mature decisions from a business perspective
ELIGIBILITY CRITERIA:
- Post Graduate, preferably Management graduate
- Experience set with both AMC (Institutional Sales) and private banking (managing HNI portfolios) is preferred
- AMFI/NISM certified
- Knowledge of financial products and environment
- Other added certifications like NCFM modules, CFP will be added advantages
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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