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982 Credicus Jobs

Relationship Manager @Motilal Oswal

1-5 years

₹ 3 - 6.5L/yr

Mumbai, Mumbai Suburban, Mumbai

30 vacancies

Relationship Manager @Motilal Oswal

Credicus

posted 5d ago

Job Role Insights

Fixed timing

Job Description

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


Employment Type: Full Time, Permanent

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