Investment Products -Delhi - Delhi,Delhi / NCR
- Motilal Oswal
- 2 - 7 years
- Delhi, NCR
- 3 years ago
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Job Description
Roles and Responsibilities
The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)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
PRE-REQUISITES: -
Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.
Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.
Experience of advising clients across asset classes.
Strong analytical skills and ability to work in teams.
Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)
ROLES & RESPONSIBILITIES: -
The Relationship Manager will be Responsible for Acquiring HNI clients (Affluent & Super Affluent)
He/She would be responsible to drive the TPP sales through branch sales team and advisors.
Maintaining client relationships and generate AUM from preferred clients.
Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the Affluent & Super Affluent Client segment in the market for new client acquisition
To research, investigate and update themselves 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.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage.
Experience Minimum 2 yrs 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.
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Mutual Funds/Fund Management/Asset Management
Role: Mutual Funds/Fund Management/Asset Management
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Post Graduation Not Required
Doctorate: Doctorate Not Required
Contact Details:
Company: Motilal OswalLocation(s): Delhi, NCR
Keyskills: PMS wealth management HNI clients
Motilal Oswal
Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...
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