Relationship Manager
Motilal Oswal Financial Services Limited
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
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:
- HR Round
- 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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