Relationship Manager
Motilal Oswal Financial Services LimitedFixed
₹30,000 - ₹50,000
Earning Potential
₹50,000
Fixed
₹30,000 - ₹50,000
Earning Potential
₹50,000
Work from Office
Full Time
Min. 1 year
Good (Intermediate / Advanced) EnglishJob highlights
Urgently hiring
14 applicants
Benefits include: PF, Health Insurance, ESI (ESIC)
Job Description
Relationship Manager – Motilal Oswal
Job Responsibilities:-0
- Acquire 7–8 new clients per month through open market sourcing, proactive prospecting, and networking activities.
- Promote and cross-sell third-party investment products such as SIPs, Mutual Funds, Insurance, and Equity products.
- Generate revenue across all financial products within sourced accounts to ensure continuous business growth.
- Achieve monthly SIP targets of 5 SIPs with a minimum investment value of ₹2,000 each.
- Build and maintain strong client relationships by understanding financial needs and offering suitable investment solutions.
- Meet monthly and quarterly sales targets through effective client acquisition, relationship management, and cross-selling strategies.
- Maintain high levels of customer service and ensure long-term client engagement.
Preferred Candidate :-
- ProfileMinimum 6 months of experience in sales within CASA, Insurance, Demat Accounts, SIPs, Mutual Funds, or related financial products.
- Strong communication, negotiation, and interpersonal skills.
- Good understanding of broking operations and financial service products.
- Prior experience in the broking industry will be an added advantage.
- Target-oriented and self-motivated individual with strong relationship-building skills.
How to ApplyInterested candidates can schedule an interview by calling or sharing their CV via WhatsApp:
HR Sakshi – 8855808237
Job role
Job requirements
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