Area Manager - Investment Products Job in Delhi at Motilal Oswal Financial Services

Job 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 strong 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
• Positive attitude, socially effective, high level of perseverance and patience
• Assertive & hard working
• Result oriented

Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 10,500+ member team.