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Senior Relationship Manager @ Motilal Oswal

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Motilal Oswal  Senior Relationship Manager

Job Description

*Sr RM Investment Products*

Company Name :*MOFSL*

*Department* : Investment Products

*Function* : Sales / Wealth Management

*Location* : *AHMEDABAD ,SURAT, GURUGRAM, NOIDA, NEW DELHI, MUMBAI*

*Salary (CTC)*

10 15 LPA (Best in industry + performance-based incentives)

*Job Purpose*

To cater to the investment needs of mass affluent and HNI clients, achieve revenue and AUM targets, and deliver customized wealth solutions while adhering to organizational processes.

*Key Responsibilities*

* Advise clients on investment products:

* MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity & Equity Advisory

* Manage and grow AUM and client acquisition targets

* Handle a book of 2550 Cr+ AUM

* Conduct periodic portfolio reviews for HNI clients

* Deliver customized investment solutions

* Joint client calls with branch teams

*Eligibility Criteria*

*Education* : MBA / PGDM in Finance

*Experience* : 3+ years in Wealth Management / Banking / Investment Advisory

*AUM Requirement* : Minimum 50 Cr

*Stability* : At least 2 years in current/previous organization

* Team handling: Not mandatory

* Preferred Background

* Wealth Management

* Banking

* Investment Advisory / Capital Markets


Contact: 9953761***

Email: sh*************3@gm**l.com

Immediate joiners preferred

Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Noida, Gurugram

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Keyskills:   Wealth Management Investment Products Mutual Funds Portfolio Management Sales B2C Sales PMS HNI Client Handling Aif

 Fraud Alert to job seekers!

₹ 10-18 Lacs P.A

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Motilal Oswal

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