Relationship Manager

Motilal Oswal Financial Services Limited

Kolkata/Calcutta

₹25,000 - ₹80,000 monthly*

Fixed

25000 - ₹60000

Average Incentives*

20,000

Earning Potential

80,000

You can earn more incentive if you perform well

Work from Office

Full Time

Any experience

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

200+ applicants

Benefits include: PF

Job Description

Job Description :


Job Title: Relationship Manager

Location: Kolkata

Role & Responsibilities:

As a Relationship Manager in the Investment Solutions team, your primary responsibilities will include:

  • Client Acquisition: Actively acquire new clients (7-8 per month) through targeted outreach, networking, and leveraging market opportunities.
  • Cross-Selling Investment Solutions: Promote and sell a range of third-party financial products, including SIPs, mutual funds, insurance, and more, to both new and existing clients.
  • Revenue Growth: Drive revenue through effective cross-selling and up-selling investment solutions, ensuring optimal portfolio management for each client.
  • SIP Targets: Meet monthly targets of 5 SIPs, with each SIP contributing Rs. 2000 or more.
  • Client Relationship Management: Build and maintain long-term, trust-based relationships with clients to ensure retention, satisfaction, and referral business.

Preferred Candidate Profile:

  • Minimum 6 months of experience in selling financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds.
  • Strong communication, negotiation, and interpersonal skills to engage with clients and provide them with personalized financial solutions.
  • Basic knowledge of the financial market, broking operations, and investment products.
  • Prior experience in broking or related financial services is highly desirable.
  • Proven ability to achieve sales targets and manage a client portfolio effectively.

Perks & Benefits:

  • Competitive salary with performance-based incentives.
  • Provident Fund (PF) and comprehensive insurance coverage.
  • Opportunities for professional development and career advancement within the financial services industry.
  • Attractive incentive structure based on performance.

Interview Process:

  1. HR Round
  2. Sales Manager Round


To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9923656681

Job role

Work location

Kolkata, West Bengal, India

Department

Banking / Insurance / Financial Services

Role / Category

Investment Banking, Private Equity & VC

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Any experience

Education

Graduate

Past role/category experience

Lending Operations, Banking/Loan Sales, Investment Banking, Private Equity & VC, Banking Operations, Trading, Asset & Wealth Management

Skills

Upselling, Cross selling, Field sales, SIP, Revenue generation, Current Account, Demat Account Sales, Mutual Fund Sales, Savings Account

English level

Basic English

Age limit

18 - 35 years

Gender

Any gender

About company

Name

Motilal Oswal Financial Services Limited

Address

Kolkata, West Bengal, India

Job posted by Motilal Oswal Financial Services Limited

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