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19/10 Divya Suvarna
HR at Motilal Oswal Financial Services

Views:200 Applications:45 Rec. Actions:Recruiter Actions:10

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.

Women-friendly workplace:

Maternity and Paternity Benefits

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