Company: Motilal Oswal Financial Services
Job Title: Sales – HNI
Location: Hyderabad
Key Responsibilities:
- Client Acquisition & Retention:
- Drive the acquisition of HNI clients by building and maintaining relationships with new and existing clients
- Bring in a strong client base by leveraging personal networks and previous experience.
- Assist clients with portfolio management and align offerings to their financial goals.
- IP Product Sales:
- Specialize in selling Investment Products (IP) such as Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Mutual Funds, Structured Products, and Bonds to HNI client...