Area Manager

3 weeks ago

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

Job Description for Area Manager Investment Products
JOB SPECIFICATIONS REQUIRED:
1. Servicing franchisee & existing PMS clients.
2. Build a good rapport with them by providing market information & current portfolio status.
3. Cross selling of Equity, Mutual Fund & PMS products.
4. Having strong analytical & communication skills.
5. Ability to learn and be updated in line with the capital markets & current affairs.
6. Achieving desired sales targets.
7. Daily update the work to the reporting manager by EOD
Qualifications: -
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and Relationship Management & service.
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

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