Wealth Manager @Motilal Oswal

Key Deliverables:

• New client acquisition to acquire 7-8 new clients per month from open market
• Cross selling of third party investment products
• Revenue generation revenue to be generated from the all the products from sourced accounts
• SIPs 5 SIPs per month of Rs. 2000 each.

Role Requirements:

• Educational Qualifications: 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 :

Decent Incentives and Appraisals.

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Rutuja:7796426801