Area Manager

2 weeks ago


Vizag, Andhra Pradesh, India Motilal Oswal Financial Services Ltd Full time ₹ 4,20,000 - ₹ 7,00,000 per year

Job description


•Servicing franchisee & existing PMS clients.


•Build a good rapport with them by providing market information & current portfolio status.


•Cross selling of Mutual Fund, PMS & AIF, Bonds and other TPD products.


• Having strong analytical & communication skills.


•Ability to learn and be updated in line with the capital markets & current affairs.


•Achieving desired sales targets.

Qualifications & Experience:


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


•Minimum 2 + 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.

Experience in handling any of Mutual Funds/Stock Broking/PMS/AIF/Unlisted is a must.

Experience in AMC/Stock Broking/Wealth Management Company/Bank is preferred.

CTC: 4L to 7L

Location: Visakhapatnam/Hyderabad

Interested candidates can mail resume to

Industry

  • Financial Services

Employment Type

Full-time


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