Priyanka Jain
Senior Business Relationship Manager @Motilal Oswal Financial Services Ltd
Signup · Get unlimited contacts
WORK HISTORY
Senior Business Relationship Manager @Motilal Oswal Financial Services Ltd
Delhi, IN
Building and maintaining strong relationships with high-net-worth individuals (HNWIs) and retail clients.Advising clients on equity, mutual funds, investments products.Understanding clients’ financial goals and risk appetite to provide suitable investment recommendations.Executing trades and ensuring compliance with SEBI regulations and company policies.Conducting market research and staying updated on financial trends to offer informed investment advice.Achieving sales targets by cross-selling financial products and expanding the client portfolio.Providing excellent customer service and resolving client queries promptly.
EDUCATION
Indira Gandhi National Open University
M.COM, Commerce
ABOUT PRIYANKA JAIN
Sales & Finance Professional | Investment Products | Wealth Management Dynamic professional with 8+ years of experience in sales, finance, and client management across investment, insurance, education, and aviation sectors. Currently at Motilal Oswal, specializing in investment products, wealth management, and client advisory. Proven expertise in sales strategy, customer relations, and business development, with a strong ability to drive revenue growth and deliver financial solutions. Adept at leadership, public speaking, and problem-solving, with technical proficiency in MS Excel, Word, PowerPoint, and Photoshop. Looking to excel in the investment and financial services industry by leveraging my expertise in sales, finance, and client engagement.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.