Motilal Oswal - HNI Sales

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 clients.
• Cross-sell a wide range of financial products, ensuring customized solutions for clients' financial needs.
• Client Relationship Management:
• Act as a trusted advisor to clients, providing exceptional service to build long-term relationships.
• Provide continuous financial advice and assistance, ensuring timely communication about market trends and product offerings.
• Business Development:
• Develop and execute strategies to identify and target prospective clients within the HNI segment.
• Drive business growth by achieving sales targets and expanding the client portfolio.
• Skills:
• Strong sales and negotiation skills, with the ability to understand the financial needs of clients and provide customized solutions.
• Excellent communication and interpersonal skills.
• Proven track record of managing and growing client portfolios.
• Added Advantage:
• Candidates with an existing client base in the HNI/UHNI segment.
• Strong knowledge of financial markets and wealth management solutions.

Why Join Us: Motilal Oswal Financial Services offers a dynamic work environment where you will have the opportunity to work with high-profile clients, advance your career in wealth management, and achieve financial success by leveraging your network and experience.