Relationship Manager @Motilal Oswal

Job Title: Relationship Manager Client Acquisition & Investment Solutions
Location: Kolkata

Role & Responsibilities:

• Client Acquisition: Responsible for acquiring 7-8 new clients every month through active market engagement and networking.
• Cross-Selling: Promote and sell third-party investment products, including SIPs, mutual funds, insurance, and more, to existing and new clients.
• Revenue Generation: Drive revenue generation by cross-selling and up-selling investment products to your portfolio of clients.
• SIP Target: Achieve monthly SIP targets of 5 SIPs worth Rs. 2000 each.
• Client Relationship Management: Build and nurture long-term relationships with clients to ensure repeat business and referrals.

Preferred Candidate Profile:

• At least 6 months of experience in sales of financial products such as CASA, Insurance, Demat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills to engage with clients effectively.
• Basic understanding of broking and operations in the financial sector.
• Prior experience in the broking industry is an advantage.
• Strong client acquisition skills with a proven ability to meet targets.

Perks & Benefits:

• Attractive Incentives based on performance
• Provident Fund (PF) and Insurance coverage
• Fixed salary plus performance-based incentives
• Opportunities for career growth in the financial services industry.

Interview Process:

1. HR Round
2. Sales Manager Round

How to Apply:
To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Ashwini : 9923656681