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JOB SPECIFICATIONS REQUIRED:
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
expression
∙Good interpersonal skills
∙Good Analytical Skills
General Competencies:
∙Positive attitude, socially effective, high level of perseverance and patience
∙Assertive & hard working
∙Result oriented
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.
Domestic - India
5
Motilal Oswal expects the desired candidate to have minimum experience of 2 years
Motilal Oswal expects the desired candidate to have maximum experience of 25+ years
FinTech / Payments
Motilal Oswal expects the desired candidate to be a Post graduate
MBA
Day shift
Office
Hyderabad
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