Motilal Oswal Financial Services Limited

Relationship Manager

Motilal Oswal Financial Services Limited
Pune
₹30,000 - ₹50,000 monthly

Fixed

₹30,000 - ₹50,000

Earning Potential

₹50,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

Urgently hiring

Urgently hiring

Benefits include:  PF, Health Insurance, ESI (ESIC)

Benefits include: PF, Health Insurance, ESI (ESIC)

Job Description

Hiring For Motilal Oswal - Relationship Manager


Role & Responsibilities:-

  • Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
  • Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
  • Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
  • Achieve a target of 5 SIPs per month, each of Rs. 2000.
  • Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
  • Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:-

  • Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
  • Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  • Good knowledge of broking and operations within the financial services industry.
  • Prior experience in the broking industry is a plus.

How to Apply:

To schedule your interview, call or send your CV via WhatsApp to

HR Mugdha - 9172003079

Job role

Work location
Work locationPune, 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. 1 year
Education
EducationGraduate
Skills
SkillsTrading, Relationship management, CASA, Mutual funds, Savings Account Opening, Demat Account Sales, Savings Account Management, Mutual Fund Sales, Savings Account
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit18 - 50 years
Gender
GenderAny gender

About company

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

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You can expect a minimum salary of 30,000 INR and can go up to 50,000 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 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.

The candidate should have Good (Intermediate / Advanced) 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 Pune at apna.

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

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

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