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Motilal Oswal Financial Services (MOFSL)
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Relationship Manager | RM

Relationship Manager | RM

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

2 - 5 Lacs

pune

Posted:None| Platform:

Apply

Skills Required

investment banking b2c sales relationship management client management retail sales cross sales wealth relationship

Work Mode

Work from Office

Job Type

Full Time

Job Description

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:

Key Responsibilities

1. Client Relationship Management:

Build and maintain relationships with clients, understanding their financial needs.
Act as the main point of contact for high-net-worth clients, providing financial advice and assistance.

2. DMAT (Dematerialized Accounts):

Assist clients in opening, maintaining, and resolving issues related to their DMAT accounts.
Guide clients on using DMAT accounts for stock market investments and securities management.

3. SIP (Systematic Investment Plan):

Advise clients on
mutual fund
investments through SIPs.
Help clients set up and monitor their SIPs for long-term wealth generation.

4. Insurance Advisory:

Offer personalized insurance solutions, including life, health, and general insurance.
Ensure clients are adequately covered based on their financial profile and risk appetite.

Role & responsibilities

Preferred candidate profile

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