HNI Relationship Manager @Motilal Oswal

Role & responsibilities

1. Minimum 2 A/Cs of 5 Lac of Initial Margin.

2. Min 1 Lac Insurance premium (Gross) every month (life/general/health/motor)

3. Responsible for generating MoM 1x of CTC revenue from Third party product like Insurance/TGS/Edu MO/IAP/PMS/PE/IAF/FD/Bonds Etc

4. MoM 1x of CTC as transactional broking revenue (Equity/Currency/Commodity)

Research, investigate and update client on available investment opportunities/financial market with the objective of improving yield in client portfolio

5. The Key Account Manager will be responsible for bringing their existing clients and building a strong client AUM book

Identify the Affluent & Super Affluent Client segment in the market for new client acquisition

Preferred candidate profile

Educational Qualifications: MBA or Equivalent.

Additional Certifications/Trainings (optional): IRDA/NCFM MF & FNO

5Yr+ in Broking/Distribution of financial products/Wealth Sales/PCG Sales/Corporate Sales

Perks and benefits

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Yash:9156902218