Relationship Manager

Hiring For Motilal Oswal - Relationship Manager

Role & 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.

How to Apply:

To schedule your interview, call or send your CV via WhatsApp to

HR Mugdha - 9172003079