Senior Sales/Relationship Manager @Motilal Oswal

Motilal Oswal Financial Services (MOFSL)

1 - 5 years

3 - 7 Lacs

ballari raichur mysuru

Posted:-1 days ago| Platform:

Apply

Skills Required

new client acquisition cross sales third party products sales relationship management mutual funds client acquisition mutual funds sales equity revenue generation demat relationship financial planning equity sales sip business development demat account opening dmat

Work Mode

Work from Office

Job Type

Full Time

Job Description

ROLES & RESPONSIBILITIES: -

Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
Achieve a target of 5 SIPs per month, each of Rs. 2000.
Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:

Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
Good knowledge of broking and operations within the financial services industry.
Prior experience in the broking industry is a plus.

Perks and benefits

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)

More Jobs at Motilal Oswal Financial Services (MOFSL)

Commodity Advisor @Motilal Oswal

Bengaluru, Bangalore Rural

1 - 4 yrs

INR 3 - 5 Lacs

PCG Equity Advisor@Motilal Oswal

Bengaluru, Bangalore Rural

5 - 10 yrs

INR 5 - 13 Lacs

Executive - Relationship Manager (Sales) (Male Preferred)

Chengalpattu, Sriperumbudur, Chennai

Experience: Not specified

INR 2 - 5 Lacs

Executive - Relationship Manager (Sales) (Male Preferred)

Gondal, Rajkot, Chotila

Experience: Not specified

INR 2 - 5 Lacs

Retail Investment Advisor@Motilal Oswal - Borivali

Mumbai, Mumbai Suburban, Mumbai (All Areas)

1 - 5 yrs

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Business Development Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.