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Home
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Jobs in Pune
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Motilal Oswal Financial Services (MOFSL)
>
Relationship Manager @Motilal Oswal

Job Expired: This job listing has expired.

Relationship Manager @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

3 - 6 Lacs

Pune

Posted:9 months ago| Platform:

Apply

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:

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:

91580 43197

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