Area Manager – Franchise
4 weeks ago
Comapny : Motilal Oswal Financial Services Limited
Job Title: Area Manager – Franchise
Location: Hyderabad
Positions Available: 2
Experience Required: Minimum 4 years
- Servicing franchisee & existing PMS clients.
- Build a good rapport with them by providing market information & current portfolio status.
- Cross selling of Equity, Mutual Fund & PMS products.
- Having strong analytical & communication skills.
- Ability to learn and be updated in line with the capital markets & current affairs.
- Achieving desired sales targets.
- Daily update the work to the reporting manager by EOD.
Qualifications:
- MBA/PGDM in Finance/Marketing or focused education in Financial Planning/Wealth Management.
- Additional qualifications like CFP will be an advantage.
- Minimum 1.5+ years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business/market knowledge.
- Experience in handling HNI Client Acquisitions, 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 the market.
- Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, 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 & hardworking.
- Result-oriented.
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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