Business Development Manager @Motilal Oswal

Credicus Business Services Pvt Ltd; Rajkot, Surat, Vadodara; On-site; INR 350,000 - 700,000; Full time

Job summary

Credicus Business Services Pvt Ltd in Rajkot, Gujarat, is seeking a results-driven sales and wealth products adviser to acquire clients, provide guidance on investments, and achieve monthly and quarterly targets.

You will assist online trades, manage client relationships, ensure compliance with SEBI/NSE/BSE, and maintain high service standards while building a strong portfolio across equities, mutual funds, IPOs and other products.

Qualifications

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.

Responsibilities

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in online trades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Skills

Client acquisition

Investment guidance

Relationship management

Target orientation

Job description

Key responsibilites:

• Acquire new clients and generate revenue through retail broking and wealth products.
• Assist in onlinetrades execution and provide guidance on equity, derivatives, mutual funds, and other investment products.
• Manage and enhance relationships with existing clients to increase business share.
• Advise clients on investment opportunities in equities, mutual funds, IPOs, and other products.
• Achieve monthly and quarterly sales targets as assigned.
• Maintain high levels of client satisfaction through prompt service and query resolution.
• Ensure full compliance with SEBI, NSE, BSE, and internal company policies.

Key Skills:

• Strong understanding of financial markets and trading platforms.
• Excellent communication and relationship-building skills.
• Sales-driven, self-motivated, and target-oriented.
• Ability to handle multiple client portfolios efficiently.