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982 Credicus Jobs

Relationship Manager @Motilal Oswal

1-5 years

₹ 3.5 - 6.5L/yr

Mumbai Suburban, Thane, Mumbai

30 vacancies

Relationship Manager @Motilal Oswal

Credicus

posted 5d ago

Job Role Insights

Fixed timing

Job Description


Role & Responsibilities:


Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients.


Cross-Selling & Upselling: Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals.


Revenue Generation: Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams.


SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each.


Work Location: Prabhadevi


Rounds of Interviews:-

  • HR round
  • Sales Manager Round

How to Apply:-


To schedule your interview Call or send your CV through WhatsApp (number mentioned below)

HR Ashwini : 9923656681


Employment Type: Full Time, Permanent

Read full job description

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Credicus Benefits

Free Transport
Child care
Gymnasium
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Work From Home
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