Client Acquisition Manager @Motilal Oswal

Sales Manager (Individual Contributor) - Job Description

Key Responsibilities:

Client Acquisition & Growth: Drive business expansion by identifying and onboarding new clients, while nurturing and strengthening long-term relationships with existing ones.

Product Promotion & Cross-Selling: Actively promote a diverse range of financial products (SIPs, Mutual Funds, Insurance, Equities) and identify cross-selling opportunities to help clients achieve their financial aspirations.

Personalized Financial Advisory: Conduct in-depth, personalized consultations with clients to understand their financial goals and provide bespoke investment strategies that align with their needs.

Sales & Revenue Generation: Consistently meet and exceed sales targets by successfully generating revenue from both new acquisitions and current client relationships.

Client Retention & Satisfaction: Maintain ongoing communication with clients, ensuring they are satisfied with services, addressing inquiries, and managing their evolving financial requirements.

Market Intelligence: Stay well-informed on industry trends, market shifts, new financial products, and regulatory changes to offer clients the best solutions available.

Requirements:

• Educational Qualification: Graduate
• Experience: Minimum 6 months in a sales role, preferably in BFSI, NBFC, Broking, or Banking sectors.
• Product Knowledge: Good understanding of Equity, Insurance, Banking, SIPs, and Mutual Funds.
• Technical Skills: Proficiency in MS Office tools.

Preferred Candidate Profile:

• At least 6 months of experience in selling CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Excellent communication, interpersonal, and relationship-building skills.
• Strong customer focus, with the ability to identify and address client needs effectively.
• Experience or familiarity with the broking industry is an added advantage.

Perks & Benefits:

• PF and Insurance coverage
• Competitive salary with performance-based incentives
• Opportunities for career growth and professional development

Interview Process:

1. HR Round
2. Sales Manager Round

How to Apply:
To schedule an interview, please send your resume or contact HR Avdhut : 9822463775