Motilal Oswal - Relationship Manager - Private Wealth

Roles and Responsibilities :

- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.

- Need to ensure growth of AUM or book size. Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Must ensure the growth of AUM / Book Size.

- Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.

- Analyze client portfolios and make necessary suggestions. Recommend financial products.

- Responsible for identifying customer needs and assessing their risk appetite. Provide regular updates to the immediate superior as and when required.

- Create and enforce plans that will help meet the needs of the customer.

Desired Candidate Profile :

- 7+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Graduation / Post Graduation in any discipline.

- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.

- MS Office / MS Excel / AMFI / IRDA (Certification). Result Orientation. Customer Focus. Knowledge Driven.

- Aggression.

- Continuous Improvement. =

- Planning and Organizing.

- Interpersonal/ relationship management skills.

- Passion for acquisition n sales. Knowledge of investment products, macro fundamentals n behavioral finance.

- Understand of all key product offering of MOFSL.