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 positive 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 Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.