Motilal Oswal

1 day ago

Hyderabad, Telangana, India Nexthire Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Comapny : Motilal Oswal Financial Services Limited

Job Description: Area Manager – Franchise

Location: Hyderabad
Positions Available: 2
Experience Required: Minimum 4 years

JOB SPECIFICATIONS REQUIRED:
  • 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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