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Relationship Manager
Motilal Oswal Wealth Management
posted 22hr ago
Job Description
- Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.
- Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.
- Coordinating with Credit, Legal and Technical team for completing formalities
- Getting file ready for sanction
- Coordination with BSM and Sourcing proper files.
- Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement.
- Maintaining relationship with Connectors, builders and customers
- Doing Marketing activities and promotional campaign for generating leads.
Employment Type: Full Time, Permanent
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What people at Motilal Oswal Wealth Management are saying
Rating based on 3 Relationship Manager
reviews
Anonymous · Trading, Asset & Wealth Management
in Bangalore / Bengaluru
The company offers a strong learning environment with excellent exposure to financial markets and wealth management. There are plenty of growth opportunities for those who are willing to take initiative and work hard.
Process and automation is not upto the standard of Motilal Oswal.
Read 3 reviewsRelationship Manager salary at Motilal Oswal Wealth Management
What Motilal Oswal Wealth Management employees are saying about work life
Motilal Oswal Wealth Management Benefits
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