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Relationship Manager - Investment Products Jobs

Motilal Oswal Securities Limited
Job Description

PRE-REQUISITES: -

RelationshipManagers with prior experience working in a Broking/Private bank/wealthmanagement set up.

Handleand manage clients with a minimum Investment amount of Rs 25 Lakhs and above.

Experienceof advising clients across asset classes.

Stronganalytical skills and ability to work in teams.

Candidateshaving good vintage in their present as well as previous companies (At leastminimum tenure of 2-3 yrs of stability)


ROLES & RESPONSIBILITIES: -

The Relationship Manager will be Responsible for Acquiring HNIclients (Affluent & Super Affluent)

He/She would be responsible to drive the TPP sales throughbranch sales team and advisors.

Maintainingclient relationships and generate AUM from preferred clients.

AdvisingAffluent clients on their Investments and managing their overall financialportfolio and deepening the wallet from existing clients

Trackthe Affluent & Super Affluent Clientsegment in the market for new client acquisition.

Toresearch, investigate and update themselves on available investmentopportunities/financial market trend to determine whether they fit into clientsportfolios.

Tocoordinate with product and research team (Centralize CFP Team) for takinginvestment decision for the clients.

Toconduct and assist in organizing seminars, workshops and other businessdevelopment activities.

Desired Skill Set:

Abilityto inspire trust and confidence in clients.

Abilityto engage clients in meaningful conversations about their finances and takeactive interest in their financial well being.

Athorough understanding of financial markets, their behavior, movements andexpectations with respect to market.

Abilityto process several inputs provided by research team and other sources and applythem to the specific context of several clients €“ thus generating insights forclients

Goodoral and written communication skills with clarity of thought, speech andexpression

Goodinterpersonal skills

GoodAnalytical Skills

General Competencies:

Positiveattitude, socially effective, high level of perseverance and patience

Assertive& hard working

Resultoriented

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Qualities Needed for This Jobs
Relationship Manager, Rm, Manager Wealth, Wealth Manager
Candidate Profile
The Relationship Manager-wealth Is The Ultimate Face Of The Business As (s) He Is Going To Be The Final Point Of Contact With The Client. (s)he Would Be Responsible For Acquiring High Net Worth Relationships And Managing & Retaining Clientele.
Looking for Pgdm,mba,any Graduate graduates profile.
2018-06-26 to 2018-12-24
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More Information
Location Mumbai
Education Pgdm,mba,any Graduate
Experience 2 (yrs)
Industry
Job Type : Full-time
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