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Motilal Oswal Financial Services (MOFSL) logo

Relationship Manager @Motilal Oswal

1 - 5 years

3 - 6 Lacs

Navi Mumbai, Mumbai, Thane

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

Job Title: Relationship Manager Client Acquisition & Investment Solutions Location: Mumbai Role & Responsibilities: Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking. Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients. Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients. SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each. Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals. Preferred Candidate Profile: At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds. Strong communication and interpersonal skills to engage with clients effectively. Basic understanding of broking and operations in the financial sector. Prior experience in the broking industry is an advantage. Strong client acquisition skills with a proven ability to meet targets. Perks & Benefits: Attractive Incentives based on performance Provident Fund (PF) and Insurance coverage Fixed salary plus performance-based incentives Opportunities for career growth in the financial services industry. Interview Process: HR Round Sales Manager Round How to Apply: To schedule an interview or send your CV, please contact HR Sayali via WhatsApp at 9158043197

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

Financial Services

Mumbai Maharashtra

10001 Employees

194 Jobs

    Key People

  • Ramdeo Agrawal

    Co-Founder & Chairman

  • Motilal Oswal

    Co-Founder & Managing Director

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