JOB SPECIFICATIONS REQUIRED: 1. Servicing franchisee & existing PMS clients. 2. Build a good rapport with them by providing market information & current portfolio status. 3. Cross selling of Equity, Mutual Fund & PMS products. 4. Having strong analytical & communication skills. 5. Ability to learn and be updated in line with the capital markets & current affairs. 6. Achieving desired sales targets. 7. Daily update the work to the reporting manager by EOD Qualifications: - An MBA/PGDM – (Finance/Marketing) Degree holder or focused education in Financial planning/Wealth Management. Other qualifications like CFP will be an advantage. Experience – Minimum 1.5+ yrs in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business / market knowledge. Having experience of handling HNI Client Acquisitions and 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 market.  Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients – thus 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 & hard working  Result oriented

More about this Area Manager IP job

Motilal Oswal Financial Services Limited is aggressively hiring for the job profile of Area Manager IP at Mumbai in Prabhadevi locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 20,800 INR and can go up to 41,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job. 4. What are the timings of the job and how many working days are there? Ans. It is a Full Time job having timing from 9 AM - 6 PM and will have 6 working days i.e., Monday - Saturday. 5. Is it a work from home job? Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Mumbai at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 22-Oct-2021. For more details, download apna app and find Full Time jobs in Mumbai. Through apna, you can find jobs in 74 cities across India. Join NOW!