M
Sales Officer
Motilal Oswal Financial Services Limited
Mangalore, Karnataka, India · Tam zamanlı
Başvuran ilk kişi siz olun
- Deneyim
- Herhangi
- Maaş
- INR 25,000 – INR 55,000 / month
- Açılışlar
- 1
- Yayınlandı
- 6 saat önce
- Çalışma modu
- Ofiste
- Sürdürmek
- Başvuru yapılması gerekmektedir.
Çalışacağınız yer
İş tanımı
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.