Motilal Oswal Financial Services Limited

Relationship Manager

Motilal Oswal Financial Services Limited
Mumbai/Bombay
₹25,000 - ₹55,000 monthly*

Fixed

₹25,000 - ₹45,000

Average Incentives*

₹10,000

Earning Potential

₹55,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

5 applicants

5 applicants

Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)

Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)

Job Description

Key Responsibilities

* Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.

* Build and manage a strong portfolio of high-value clients.

* Maintain relationships and grow AUM by cross-selling financial products.

* Provide investment advisory services based on client risk profile and financial goals.

* Track and identify potential clients in the target segment for new business acquisition.

* Stay updated on financial markets, investment products, and industry trends.

* Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.

* Conduct and support seminars, workshops, and other business development initiatives.

* Deepen client engagement to increase wallet share and overall portfolio value.

Job role

Work location
Work locationMumbai, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsBanking, Direct sales, Wealth management, Life insurance, Mutual funds, Finanacial services, Current Account, Demat Account Sales, Wealth Management Services, Savings Account
English level
English levelBasic English
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressMumbai, Maharashtra, India
Job posted by Motilal Oswal Financial Services Limited

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You can expect a minimum salary of 25,000 INR and can go up to 55,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

No work-related deposit needs to be made during your employment with the company.

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