Nexthire

    Comapny : Motilal Oswal Financial Services Limited

    Job Description: Area Manager – Franchise

    Location: Hyderabad
    Positions Available: 2
    Experience Required: Minimum 4 years

    JOB SPECIFICATIONS REQUIRED:

    • Servicing franchisee & existing PMS clients.
    • Build a good rapport with them by providing market information & current portfolio status.
    • Cross selling of Equity, Mutual Fund & PMS products.
    • Having strong analytical & communication skills.
    • Ability to learn and be updated in line with the capital markets & current affairs.
    • Achieving desired sales targets.
    • Daily update the work to the reporting manager by EOD.

    Qualifications:

    • MBA/PGDM in Finance/Marketing or focused education in Financial Planning/Wealth Management.
    • Additional qualifications like CFP will be an advantage.
    • Minimum 1.5+ years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business/market knowledge.
    • Experience in handling HNI Client Acquisitions, Relationship Management & service.

    Desired Skill Set:

    • Ability to inspire trust and confidence in clients.
    • Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being.
    • A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.
    • Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, generating insights for clients.
    • Good oral and written communication skills with clarity of thought, speech, and expression.
    • Good interpersonal skills.
    • Good Analytical Skills.

    General Competencies:

    • Positive attitude, socially effective, high level of perseverance and patience.
    • Assertive & hardworking.
    • Result-oriented.

    Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.

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