01Overview
Company : Motilal Oswal Financial Services Limited
Job Description: Area Manager Investment Products
Location: Hyderabad
Title: Area Manager Investment Products (Individual Financial Advisor - IFA)
Positions Available: 4
Experience Required: Minimum 2 years
Summary : -
Passion for channel business, relationships and qualitative value addition in business
IFAs and their clients, competition, other stakeholders
ROLES & RESPONSIBILITIES: -
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 IFAsProviding continuous support to the IFAs on day on dayDrive IFA Engagement process Timely Resolution of IFAs queriesTo 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 activity.
JOB SPECIFICATIONS REQUIRED:
Qualifications: -
An MBA/PGDM (Finance/Marketing) Degree holder or focused education in Financial
planning/Wealth Management. Other qualifications like CFP will be an advantage.
Desired Skill Set:
Ability to inspire trust and confidence in clients.Ability to engage clients in meaningful conversations about their finances and take
active interest in their financial well being.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
Good oral and written communication skills with clarity of thought, speech and
expressionGood interpersonal skillsGood Analytical Skills
General Competencies:
Positive attitude, socially effective, high level of perseverance and patienceAssertive & hard working Result oriented
About Company :
Motilal Oswal Financial Services is a leading financial services company in India, offering a wide range of services such as retail and institutional broking, wealth management, asset management, investment banking, and portfolio management. It is renowned for its in-depth research and comprehensive financial solutions. .
