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Posted:3 months ago| Platform: Naukri logo

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Client Acquisition Manager Demat SIP Equity sales New Client Acquisition Equity Sales Manager Demat Account Relationship Building Revenue Generation Lead Generation Sales Relationship Management Relationship Business Development Open Market Client Relationship

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Work from Office

Job Type

Full Time

Job Description

Job Title: Relationship Manager Location: Mumbai, Pune Role & Responsibilities: Client Acquisition: Acquire 7-8 new clients per month through outreach and networking. Sales of Investment Products: Promote SIPs, mutual funds, insurance, and other financial products to new and existing clients. Revenue Growth: Meet monthly SIP targets (5 SIPs with Rs. 2000+ each) and drive business growth. Client Relationship: Build and maintain long-term, trust-based client relationships. Preferred Candidate Profile: 6+ months of experience in selling financial products (SIPs, Mutual Funds, Insurance, etc.). Strong communication and sales skills. Basic knowledge of financial markets and products. Experience in broking/financial services is a plus. Perks & Benefits: Competitive salary with performance-based incentives. PF and insurance coverage. Career growth opportunities. Interview Process: HR Round Sales Manager Round For interviews, contact HR Ashwini on WhatsApp: 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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