Relationship Manager
Motilal Oswal Financial Services · Mumbai · onsite · Posted 7d ago
Undisclosed0–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Job Purpose
The Relationship Manager is the main point of contact for clients and represents the business. This role involves bringing in new clients, maintaining strong relationships, and ensuring they stay with the company by providing excellent service. The Relationship Manager helps clients plan their finances and gives them the right advice to achieve their goals.
Key Deliverables
- New Client Acquisition
- Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
- Revenue generation revenue to be generated from the all the products from sourced accounts
- Client Meeting
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships.
Sourced from naukri
Skills
aquisitionTrading / Demat accountRetail SalesMutual FundsBranch SalesBusiness DevelopmentCASAField SalesSalesDematB2C Sales
About Motilal Oswal Financial Services
Motilal Oswal Financial Services
Financial Services
13k+
employees
1987
39 years old
Mumbai, Maharashtra
India
₹4.7L PA avg
Avg at Motilal Oswal Financial Services
About
Motilal Oswal Financial Services offers a comprehensive range of financial services, backed by extensive research and technology to meet diverse client needs.
Industries
Financial Services
Employee ratings
0 reviews
3.7/ 5
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