Sales - HNI

Responsibilities

• Drive acquisition of HNI clients by building and maintaining relationships
• Leverage personal networks to bring in a strong client base
• Assist clients with portfolio management and align offerings to financial goals
• Sell Investment Products (IP) including PMS, AIF, Mutual Funds, Structured Products, and Bonds
• Cross-sell a wide range of financial products to provide customized solutions
• Act as a trusted advisor providing continuous financial advice and market trend updates
• Develop and execute strategies to target prospective clients within the HNI segment
• Achieve sales targets and expand the client portfolio

Requirements

• Strong sales and negotiation skills
• Excellent communication and interpersonal skills
• Proven track record of managing and growing client portfolios

Preferred Qualifications

• Existing client base in the HNI/UHNI segment
• Strong knowledge of financial markets and wealth management solutions

About the Company

Motilal Oswal Financial Services offers a dynamic work environment where you will have the opportunity to work with high-profile clients and advance your career in wealth management.