Cluster Head-Investment Products Franchisee Kolkata

4 weeks ago


Kolkata, India Motilal Oswal Financial Services (MOFSL) Full time

Role & Responsibilities_

Responsible for mentoring, monitoring and driving the cluster sales team to achieve the sales numbers through franchisee Channel. Engage with franchisee, influence them to sell MF, PMS, PE, AIF, Unlisted Shares, Equity Advisory Products, Insurance, Direct Equity and Bonds through MOFSL platform. Conduct seminars for the franchisee partners and their clients on different products.

Key Deliverables

  1. Achieve given AUM and Revenue targets of Investment Products like PMS,Mutual Funds and AIF.

  2. Maintain relationships with the existing customer network of Franchisees.

  3. Drive the sales team for meeting efforts and performance targets.

  4. Ensure highest servicing standard for franchisee in the areas of sales support, query resolution, product training and client seminars

  5. Support team in achieving targets.



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