Relationship Manager/Investment Products @Motilal Oswal

ROLES & RESPONSIBILITIES: -

1.Cater to investment needs of mass affluent clients by recommending

products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and

Equity Advisory Products

2. Meet the required AUM, investor acquisition and AUM targets for given

area.

3. Ensure the timely delivery of customized wealth advise to HNI customers

4. Periodic review of clients portfolio to ensure that they are in line with

clients investment objectives

5. Joint calls with branch team

Preferred candidate profile

• Educational Qualifications: Post Graduation
• Experience: 1+ Years in sales/wealth management of handling the HNI

clients.

• Team handling experience: Not mandatory
• Preferred industry back ground: Wealth Management, Banking, Investment

Counselling

• Domain Knowledge: Sales/Wealth Management, capital markets,

Investment Products

Perks and benefits

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Saumya: 8263043709