Cluster Head IP Franchise @Motilal Oswal

ROLES & RESPONSIBILITIES: -

* The Cluster Manager will be responsible for handling team thereby helping and coordinating with the teams for acquiring HNI clients (Affluent & Super Affluent)

* Maintaining client relationships and generate AUM from preferred clients.

* Supporting team in advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

* Helping team to Track the Affluent & Super Affluent Client segment in the market for new client acquisition

* To research, investigate and update team on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

* To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.

To conduct and assist in organizing seminars, workshops and other business development activities.

Preferred candidate profile

Minimum 6 months experience 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.

Perks and benefits

Huge Incentives and Appraisals.

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