Job Description
Motilal Oswal Hiring || Area Manager - Investment Product ||
Ahmadabad, Surat, Pune, Delhi, Bangalore, Baroda, Chennai, Hyderabad and Mumbai
Roles and Responsibilities
Individual financial Advisor - IFA (B2B Business)
- Empanelment of IFAs based on Eligibility criteria designed by the company.
- Supporting IFAs in terms of Joint calls/Training programs etc. for driving sales and meet the revenue target from the mapped IFAs
- Providing continuous support to the IFAs on day on day
- Drive IFA Engagement process
- Timely Resolution of IFAs queries
- To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To conduct and assist in organizing seminars, workshops and other business development activities.
Desired Candidate Profile
- Strong analytical skills and ability to work in teams.
- A thorough understanding of financial markets, their behavior, movements and expectations with respect to market.
- Ability to process several inputs provided by research team and other sources and apply them to the specific context of several clients thus generating insights for clients
You can also share your resume on Ma************a@mo*********l.com
Job Classification
Industry: Banking, Financial Services, Broking
Functional Area: Financial Services, Banking, Investments, Insurance,
Role Category: Investment Banking
Role: Investment Banking
Employement Type: Full time
Education
Under Graduation: Any Graduate in Any Specialization
Post Graduation: Any Postgraduate in Any Specialization
Doctorate: Doctorate Not Required, Any Doctorate in Any Specialization
Contact Details:
Company: Motilal Oswal
Address: Motilal Oswal Tower, Rahimtullah Sayani Road, MUMBAI, Maharashtra, India
Location(s): Mumbai
Keyskills:
Wealth Management
wealth manager
Mutual Funds
Broking
Relationship Manager
PMS