Relationship Wealth Manager @Motilal Oswal
Stock Market Trading Asset & Wealth Management
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.
Job Description
Key Responsibilities:
1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
2.Maintaining client relationships and generate AUM from preferred clients.
3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7.To conduct and assist in organizing seminars, workshops and other business development activities.
To conduct and assist in organizing seminars, workshops and other business development activities.
Huge Incentives and Appraisals.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
Skills
New Client AcquisitionMutual Funds SalesHNI AcquisitionWealth ManagementDmatBrokingClient AcquisitionCross SalesIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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