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Area Manager – Investment Products

Posted by Motilal Oswal

6 LPA - 6 LPA
About Company
Motilal Oswal
Job Description


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


Qualifications: –

An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial

planning/Wealth Management. Other qualifications like CFP will be an advantage.


Experience –Minimum 1.5+ 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.


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 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


∙Good interpersonal skills

∙Good Analytical Skills  


General Competencies:

∙Positive attitude, socially effective, high level of perseverance and patience

∙Assertive & hard working

∙Result oriented

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Job Information

How much is the Offered Salary for this role?

Motilal Oswal will offer salary in the range 6 LPA - 6 LPA. The exact salary will be decided based on your skills, experience and interview performance.

Role requires experience in

Domestic - India

Number of positions / openings


What is the Min. Experience required for this job?

Motilal Oswal expects the desired candidate to have minimum experience of 2 years

What is the Max. Experience required for this job?

Motilal Oswal expects the desired candidate to have maximum experience of 25+ years


FinTech / Payments

What is the Qualification required for this job?

Motilal Oswal expects the desired candidate to be a Post graduate



Work Shift

Day shift

Work Location Type




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