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Motilal Oswal Financial Services (MOFSL)
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Client Relationship Officer@Motilal Oswal

Client Relationship Officer@Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

3 - 6 Lacs

Pune

Posted:3 months ago| Platform:

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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

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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: Shivaji Nagar, pune 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 Avdhut : 9822463775

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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
Karan N. Soni

CEO
Ajay Kedia

Chief Financial Officer

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