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Motilal Oswal Financial Services (MOFSL) logo

Client Relationship Manager@Motilal Oswal

1 - 5 years

3 - 6 Lacs

Ernakulam, Trivandrum, Bengaluru

Posted:3 months ago| Platform: Naukri logo

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Skills Required

Relationship Executive Sales manager Relationship Manager Relationship Management RM Cross Sales Mutual Funds Sales Wealth Manager Acquisition Relationship Wealth Manager Demat Relationship Officer Relationship Stock Market MF Casa Sales Dmat Relationship Associate

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Bangalore, Kerala Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Ashwini : 9822643371

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Motilal Oswal Financial Services (MOFSL)
Motilal Oswal Financial Services (MOFSL)
www.motilaloswalgroup.com

Financial Services

Mumbai Maharashtra

10001 Employees

191 Jobs

    Key People

  • Ramdeo Agrawal

    Co-Founder & Chairman

  • Motilal Oswal

    Co-Founder & Managing Director

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