1-5 years
₹ 3.5 - 6.5L/yr
Mumbai Suburban, Thane, Mumbai
30 vacancies
Equity Relationship Manager @Motilal Oswal
Credicus
posted 5d ago
Fixed timing
Key skills for the job
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, Mulund, Borivali
Rounds of Interviews:-
How to Apply:-
To schedule your interview Call or send your CV through WhatsApp (number mentioned below)
HR Avdhut: 9822463775
Employment Type: Full Time, Permanent
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