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19/10 Divya Suvarna
HR at Motilal Oswal Financial Services

Views:226 Applications:46 Rec. Actions:Recruiter Actions:46

Motilal Oswal - Relationship Manager - IPOMNI Channel (5-10 yrs)

Kolkata/Delhi/Chandigarh/Jaipur/Siliguri,Mumbai,Hospet Job Code: 1170318

Hiring for motilal osawal | Relationship manager | IPOMNI Channel

- The Relationship Manager - Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client.

- (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services.

- (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice.

- B2C Sales of Investments Products

- Must Hold knowledge PMS and Mutual Funds Should deal in Investment products

- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)

- He /She would be responsible to drive the TPP sales through branch sales team and advisors.

- Maintaining client relationships and generate AUM from preferred clients.

- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

- Track the Affluent & Super Affluent Client segment in the market for new client acquisition

- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

- To conduct and assist in organizing seminars, workshops and other business development activities.

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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