Customer Relationship Officer @Motilal Oswal

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: Shivaji Nagar, pune

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 Saumya: 8263043709