Investment Counselor

Motilal Oswal Financial Services (MOFSL); Tamil Nadu; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking an Investment Counsellor-Investment Products to train branch teams across PAN INDIA in mutual funds, PMS, AIF, PE and structured products. The role focuses on enabling cross-sell and conducting joint meetings with high-net-worth clients to strengthen relationships.

The incumbent will review client portfolios periodically to ensure alignment with investment objectives and provide guidance to branches for effective product positioning.

Qualifications

• Excellent communication, presentation and relationship management skills.
• Domain knowledge: Wealth Management, capital markets, Investment Products.

Responsibilities

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

Skills

Communication skills

Presentation skills

Relationship management

Wealth management

Investment products knowledge

Education

Post Graduation

Job description

Job Specifications

Role Designation: Investment Counsellor-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

• Train assigned branch teams on investment products - MF, PMS, AIF, PE and SPs.
• Enable and influence branch teams to cross sell the investment products
• Joint meetings with HNI customers of branch teams
• Help branch team achieve their cross sell targets.
• 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