Job SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: PAN INDIA

Job PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization.
Key Deliverables
Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products
Meet the required AUM, investor acquisition and AUM targets for given area.




Ensure the timely delivery of customized wealth advise to HNI customers
Periodic review of clients portfolio to ensure that they are in line with clients investment objectives
Joint calls with branch team

Role Requirements
Educational Qualifications: Post Graduation
Experience: 1+ Years in sales/wealth management of handling the HNI clients.
Team handling experience: Not mandatory
Preferred industry back ground: Wealth Management, Banking, Investment Counselling
Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products

📌 Wealth Manager Gujarat
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Gujarat