Wealth Relationship Manager
Motilal Oswal
Wealth Relationship Manager
Motilal Oswal
Ahmedabad
₹50,000 - ₹120,000 monthly*
Fixed
₹50000 - ₹100000
Average Incentives*
₹20,000
Earning Potential
₹120,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 2 years
Good (Intermediate / Advanced) English
Job Details
Interview Details
Job highlights
Urgently hiring
3 applicants
Benefits include: PF, Travel Allowance (TA), Petrol Allowance, Mobile Allowance, Internet Allowance, Laptop, Health Insurance
Job Description
Tap the upsell and cross sell opportunities into various products like PMS / AIF / Insurance /MF / Corporate FD / Bonds/ MLD / NCD/ Private Credit funds etc.
Sourcing of HNI clients for Investment Products like Portfolio Management Services (PMS), AIFs, Mutual Funds, Fixed Income, Insurance and Broking A/Cs. Achieving the Business targets assigned for AUM and Revenue, by upscaling and deepening the High Net Worth relationships.
- Client sourcing for Investment Products – PMS/AIF/MFs , Insurance and Broking Accounts.
- Achieving the AUM, Insurance and revenue targets on monthly and quarterly basis.
- 2 New to Firm relationships to be sourced on monthly basis with min tick size of 25 lacs
- Daily meetings to be done with existing clients and new prospects for business.
Job role
Work location
Ahmedabad, Gujarat, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 2 years
Education
Graduate
Skills
B2B Sales, Portfolio management, SIP, Wealth management, Mutual funds, Equity dealing, Investment planning, HNI Clients, Investment Advisory, Retirement Plans, Fixed Deposits
English level
Good (Intermediate / Advanced) English
Gender
Any gender
About company
Name
Motilal Oswal
Address
Ahmedabad, Gujarat, India
Job posted by Motilal Oswal
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