Motilal Oswal

2 weeks ago

hyderabad, India Nexthire Full time


Company : Motilal Oswal Financial Services Limited

Job Description: Area Manager – Investment Products

Location: Hyderabad
Title: Area Manager – Investment Products (Individual Financial Advisor - IFA)
Positions Available: 4
Experience Required: Minimum 2 years

Summary  : -
Passion for channel business, relationships and qualitative value addition in business
IFA's and their clients, competition, other stakeholders

ROLES & RESPONSIBILITIES: -

  • Empanelment of IFAs based on Eligibility criteria designed by the company.
  • Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the
    revenue target from the mapped IFA's
  • Providing continuous support to the IFAs on day on day
  • Drive IFA Engagement process
  • Timely Resolution of IFA's queries
  • 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 activity.


JOB SPECIFICATIONS REQUIRED:

Qualifications: -
An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.

Desired Skill Set:

  •  Ability to inspire trust and confidence in clients.
  • Ability to engage clients in meaningful conversations about their finances and take
    active interest in their financial well being.
  • A thorough understanding of financial markets, their behavior, movements and
    expectations with respect to market.
  •  Ability to process several inputs provided by research team and other sources and apply
    them to the specific context of several clients – thus generating insights for clients
  •  Good oral and written communication skills with clarity of thought, speech and
    expression
  • Good interpersonal skills
  • Good Analytical Skills

General Competencies:

  • Positive attitude, socially effective, high level of perseverance and patience
  • Assertive & hard working
  •  Result oriented

About Company :

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.

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