Cluster Head - Maharashtra Job in Mumbai at Motilal Oswal Financial Services

Job Description – Cluster Head

SUMMARY: -

• The Cluster Head is the ultimate face of the business. He is going to be the responsible for
• generating business from the client with the help of team. He would be responsible for acquiring
• High Net Worth relationships and managing a team & retaining such relationships by delivering
• the best standards of services. He would be expected to establish strong ties with them by designing
• & implementing their financial plans; and then by ensuring that they receive and execute on the right advice

ROLES & RESPONSIBILITIES: -

• Minimum 14 A/C’s of 5 Lac of Initial Margin. Min 16 SIP (Net) of 5K per month
• Minimum 8 Lac Insurance premium (Gross) every month (life/general/health/motor) &
• Minimum 8 Lac TGS every month
• Responsible for generating minimum 8 crore per Qtr from Third party product like
• Margin/IAP/PMS/AIF/SP/PE/MF/FD/Bonds
• Research, investigate and update client on available investment opportunities/financial market
• with the objective of improving yield in client portfolio.
• Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition

Qualifications:

• Educational Qualifications: MBA or Equivalent.
• Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO
• Experience:
• 8Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales.

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.