Relationship Manager @Motilal Oswal

Job Title: Relationship Manager
Location: Mumbai (All Areas)

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:

1. HR Round
2. Sales Manager Round
   

To schedule an interview or send your CV, please contact HR Ashwini via WhatsApp at 9822643371