JOB SPECIFICATIONS REQUIRED:

- 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 solid 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: -

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 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.

📌 Area Manager - Investment Products - Franchisee Biz (Delhi)
🏢 Motilal Oswal Financial Services
📍 Delhi