Sales Executive @Motilal Oswal

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Sales Executive @Motilal Oswal

Motilal Oswal
1 - 5 years
Chennai
4 months ago
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Job Description

ROLES & RESPONSIBILITIES: -

1.The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

2.Maintaining client relationships and generate AUM from preferred clients.

3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients

4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition

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

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

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

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

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut : 7796426***

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Chennai

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Keyskills: Relationship management Relationship Executive Relationship Manager Equity Relationship Wealth management Manager Relationship Client Service Manager Relationship Officer Relationship Mutual funds Manager RM Relationship Wealth Manager Relationship Associate

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₹ .5-5 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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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...

Sales Executive @Motilal Oswal

Home > Trading, Asset & Wealth Management