Motilal Oswal - Area Manager-Franchise

Comapny : Motilal Oswal Financial Services Limited

Job Description: Area Manager – Franchise

Location: Hyderabad
Positions Available: 2
Experience Required: Minimum 4 years

• Servicing franchisee & existing PMS clients.
• Build a good rapport with them by providing market information & current portfolio status.
• Cross selling of Equity, Mutual Fund & PMS products.
• Having strong analytical & communication skills.
• Ability to learn and be updated in line with the capital markets & current affairs.
• Achieving desired sales targets.
• Daily update the work to the reporting manager by EOD.

Qualifications:

• MBA/PGDM in Finance/Marketing or focused education in Financial Planning/Wealth Management.
• Additional qualifications like CFP will be an advantage.
• Minimum 1.5+ years of experience in handling HNI Relationship, Sales & Financial Planning of HNI Clients from BFSI sector with good business/market knowledge.
• Experience in handling HNI Client Acquisitions, Relationship Management & service.

Desired Skill Set:

• Ability to inspire trust and confidence in clients.
• Ability to engage clients in meaningful conversations about their finances and take active interest in their financial well-being.
• A thorough understanding of financial markets, their behavior, movements and expectations with respect to the market.
• Ability to process several inputs provided by the research team and other sources and apply them to the specific context of several clients, generating insights for clients.
• Good oral and written communication skills with clarity of thought, speech, and expression.
• Good interpersonal skills.
• Good Analytical Skills.

General Competencies:

• Positive attitude, socially effective, high level of perseverance and patience.
• Assertive & hardworking.
• Result-oriented.

Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions.