Motilal Oswal Financial Services Area Manager
2 weeks ago
About the Role:
We are seeking a skilled Area Manager to join our team at Motilal Oswal Financial Services. As an Area Manager, you will be responsible for servicing franchisees and existing PMS clients, building strong relationships, and driving business growth.
Key Responsibilities:
- Servicing franchisees and existing PMS clients
- Building strong relationships through market information and portfolio status updates
- Cross-selling of Equity, Mutual Fund, and PMS products
- Developing and maintaining a thorough understanding of financial markets and their behavior
- Achieving desired sales targets
Requirements:
- MBA/PGDM in Finance/Marketing or focused education in Financial Planning/Wealth Management
- Minimum 1.5+ years of experience in handling HNI Relationships, Sales, and Financial Planning
- Strong analytical and communication skills
About Us:
Motilal Oswal Financial Services is a leading financial services company offering a wide range of services, including retail and institutional broking, wealth management, asset management, investment banking, and portfolio management.
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