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एम

Sales Officer

Motilal Oswal Financial Services Limited

Mangalore, Karnataka, India · पूर्णवेळ

अर्ज करणारे पहिले व्हा

अनुभव
कोणतेही
पगार
INR 25,000 – INR 55,000 / month
रिक्त जागा
1
पोस्ट केले
३ तासांपूर्वी
कार्य मोड
कार्यालयात
सारांश
अर्ज करणे आवश्यक आहे

तुम्ही जिथे काम कराल

नोकरीचे वर्णन

About Motilal Oswal Financial Services

Motilal Oswal Financial Services is a reputed financial institution specializing in wealth management and investment advisory. The company is seeking a dedicated Relationship Manager to enhance its portfolio in the affluent and super-affluent segments.

Key Responsibilities

  • Identify and onboard new clients within the affluent and super-affluent market segments through open market efforts and leveraging existing networks.
  • Develop and sustain a robust portfolio of high-net-worth clients, ensuring strong relationship management.
  • Promote and cross-sell various financial products to increase Assets Under Management (AUM).
  • Offer tailored investment advice aligned with each client's risk appetite and financial objectives.
  • Continuously monitor and pinpoint prospective clients to expand the customer base effectively.
  • Remain informed about developments in financial markets, products, and industry trends to provide current and relevant advice.
  • Collaborate closely with internal product specialists and research teams to support insightful investment decisions.
  • Participate actively in organizing seminars, workshops, and other initiatives aimed at business growth.
  • Strengthen client relationships to augment wallet share and maximize overall portfolio value.

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