Area Franchise Manager Kolkata

2 weeks ago

Kolkata, West Bengal, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  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.

Preferred candidate profile -


• 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.

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

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