Wealth Relationship Manager @Motilal Oswal

1 - 5 years

3.5 - 6.5 Lacs P.A.

Mumbai Suburbs, Mumbai, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

Apply Now

Skills Required

Mutual Funds SalesHNI AcquisitionWealth AdvisorWealth ManagementEquity SalesWealth Management AdvisorWealth Management ManagerWealth ManagerHNI Client HandlingDematHNI SalesStock MarketMFThird PartyWealth HeadWealth Management Portfolio Manager

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Deliverables : New client acquisition to acquire 7-8 new clients per month from open market Cross selling of third party investment products Revenue generation revenue to be generated from the all the products from sourced accounts SIPs 5 SIPs per month of Rs. 2000 each. Role Requirements : Educational Qualifications: Graduation Experience: 1+ Years in sales/wealth management of handling the HNI clients. Team handling experience: Not mandatory Preferred industry back ground: Wealth Management, Banking, Investment Counselling Domain Knowledge: Sales/Wealth Management, capital markets, Investment Products Perks and benefits : Decent Incentives and Appraisals. To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

RecommendedJobs for You

Chennai, Pune, Delhi NCR, Bengaluru, Gurgaon, Mumbai (All Areas)

Chennai, Mumbai, Chandigarh