Investment Counselor

Motilal Oswal Financial Services (MOFSL); Chennai; On-site; INR 1,200,000 - 2,500,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) seeks an Investment Counselor - Investment Products to train branch teams across PAN INDIA in investment products such as MF, PMS, AIF, PE and SPs, and to help them cross-sell. The role involves joint meetings with HNI clients and ongoing portfolio reviews to ensure objectives are met.

The ideal candidate will have 5+ years of experience with investment products, and excellent communication and relationship management skills to drive client outcomes.

Qualifications

• Post Graduation required.
• 5+ years in handling investment products as product manager/investment counsellor/wealth manager/relationship manager.
• Strong communication and client relationship skills.

Responsibilities

• Train branch teams on investment products: MF, PMS and AIF, PE and SPs.
• Enable and influence cross selling by branch teams.
• Joint meetings with HNI clients.
• Help branches achieve cross sell targets.
• Periodically review client portfolios aligned with investment objectives.

Skills

Communication

Presentation

Relationship management

Education

Post Graduation

Job description

Job Specifications

Role Designation: Investment Counselor - Investment Products

Department: Investment Products

Function: Investment Counselling

Company: MOFSL

Reporting to: Cluster Manager

Location: PAN INDIA

Job Purpose

The role would require to train, enable and influence branch team to sell investment products MF, PMS, AIF, PE and SP. Doing joint meetings with HNI customers of branch teams for cross sell

Key Deliverables

1. Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
2. Enable and influence branch teams to cross sell the investment products
3. Joint meetings with HNI customers of branch teams
4. Help branch team achieve their cross sell targets.
5. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives

Role Requirements

• Educational Qualifications: Post Graduation
• Experience: 5+ Years in handling the investment products as product manager/investment counsellor/wealth Manager/Relationship Manager.
• Excellent communication, presentation and relationship management skills.
• Preferred industry back ground: Wealth Management, Banking, Investment Counselling
• Domain Knowledge: Wealth Management, capital markets, Investment Products