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Posted 20 hours ago
Area Manager-Franchise
Motilal Oswal Financial Services LimitedArea Manager-Franchise
Requirements
MBA/PGDM in Finance or Marketing, 1.5+ years HNI Relationship Management experience, Strong analytical skills, Knowledge of capital markets
Skills
FinanceSalesFinancial ModelingFinancial Analysisrisk managementBankingAP/ARAMLKYCAsset management
About the role
Responsibilities
- Service franchisees and existing PMS clients
- Build rapport by providing market information and portfolio status updates
- Cross-sell Equity, Mutual Fund, and PMS products
- Achieve desired sales targets
- Provide daily work updates to the reporting manager
Requirements
- MBA/PGDM in Finance, Marketing, or Financial Planning/Wealth Management
- Minimum 1.5+ years of experience in HNI Relationship Management, Sales, and Financial Planning within the BFSI sector
- Strong analytical and communication skills
- Thorough understanding of financial markets and behaviors
- Ability to process research inputs to generate client insights
Preferred Qualifications
- CFP certification is an advantage
About the Company
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.
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Motilal Oswal Financial Services Limited · Hyderabad