Comapny
:
Motilal Oswal Financial Services Limited
Job Description: Area Manager – Franchise
Location:
Hyderabad
Positions Available:
2
Experience Required:
Minimum 4 years
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 robust 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.
Valuable interpersonal skills.
Positive 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.

📌 Motilal Oswal Area Manager Franchise Hyderabad
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