HR at Motilal Oswal Financial Services
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Motilal Oswal - Relationship Manager - Investment Products Segment (3-6 yrs)
- The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent).
- He/She would be responsible to drive the TPP sales through branch sales team and advisors.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Interested candidates can share there CV
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