Relationship Manager
Motilal Oswal Financial Services Limited
Relationship Manager
Motilal Oswal Financial Services Limited
Mumbai/Bombay
₹25,000 - ₹50,000 monthly*
Fixed
₹25000 - ₹45000
Average Incentives*
₹5,000
Earning Potential
₹50,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
77 applicants
Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)
Job Description
1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
2.Maintaining client relationships and generate AUM from preferred clients.
3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
Job role
Work location
Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 6 months
Education
Graduate
Skills
Banking, Direct sales, CASA, Wealth management, Life insurance, Mutual funds, Finanacial services, Current Account, Wealth Management Services, Savings Account
English level
Basic English
Age limit
18 - 35 years
Gender
Any gender
About company
Name
Motilal Oswal Financial Services Limited
Address
Mumbai, Maharashtra, India
Job posted by Motilal Oswal Financial Services Limited
FAQs about this job
Show all