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 client...