Relationship Manager
- Posted 20 days ago
- Be among the first 10 applicants
Job Description
Relationship Manager – Motilal Oswal Financial Services Ltd.
Department: Direct Channel / Open Market
Working Hours: 9:00 AM – 6:00 PM
Role:
Responsible for acquiring and managing Affluent, Super-Affluent & HNI clients, generating business through open-market sourcing, and growing AUM through investment products.
Key Responsibilities:
- Acquire new clients through open market and personal network.
- Manage and strengthen HNI/Affluent client relationships.
- Drive AUM, revenue, and wallet share through cross-selling.
- Handle products such as Mutual Funds, SIP, Demat, PMS, Insurance & CASA.
- Understand client requirements and provid
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About Company
Skills:
Team Leader, Direct Marketing, Direct Sales, Direct Sales Marketing, Insurance Sales, Relationship Officer, Relationship Manager, Sales Manager Executive, Front Line Sales, BFSI Sales, Life Insurance, Agency Sales, Sales Officer
Early Applicant
Skills:
sebi regulations , Equity Derivatives, Mutual Funds, Bonds, Securities advisory, Capital market products, NISM certifications
Skills:
Bancassurance, life insurance, insurance products, Sales
Skills:
resolving issues , business development, Sales, Lead Generation, Relationship Manager, Insurance Sales
Skills:
Relationship Building, Life Insurance