Walk-in | Relationship Manager - Wealth

Motilal Oswal Financial Services (MOFSL); Pune District; Sur place; INR 400 000 - 600 000; Plein temps

Résumé du poste

Motilal Oswal Financial Services Ltd invites experienced sales professionals to join its Wealth Management team in Pune. The role focuses on building strong client relationships with HNIs, delivering investment guidance, and driving revenue growth.

You will develop tailored sales strategies, manage demat services, insurance and mutual funds offerings, and collaborate with a high-performance team to meet ambitious targets, ensuring exceptional client service and retention.

Qualifications

• Strong understanding of demat services, insurance products, mutual funds, and wealth management principles.
• Excellent communication skills for effective relationship building with HNI clients.
• 2-7 years of experience in B2C sales, broking, or relationship management.

Responsabilités

• Provide exceptional customer service to ensure client satisfaction and retention.
• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
• Develop sales strategies to meet targets set by the organization.

Connaissances

Demat services knowledge

Insurance products

Mutual funds

Wealth management

Excellent communication

Description du poste

Roles and Responsibilities

• Provide exceptional customer service to ensure client satisfaction and retention.
  
• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and grow existing ones.
  
• Develop sales strategies to meet targets set by the organization.
  

Desired Candidate Profile

• Strong understanding of demat services, insurance products, mutual funds, and wealth management principles.
  
• Excellent communication skills for effective relationship building with HNI clients.
  
• 2-7 years of experience in B2C sales, broking, or relationship management.