Relationship Manager

Motilal Oswal Financial Services (MOFSL); Thane; Presencial; INR 500.000 - 900.000; Jornada completa

Descripción de la vacante

Motilal Oswal Financial Services (MOFSL) in Thane, Maharashtra is seeking a Relationship Manager to be the main point of contact for clients, build new relationships, and guide clients toward achieving their financial goals.

You will drive new client acquisition, cross-sell third-party investment products, and work toward revenue targets through regular client meetings and portfolio reviews.

Formación

• Experience in relationship management in financial services preferred.
• Strong communication and client-facing skills.

Responsabilidades

• New client acquisition.
• Cross-selling of third-party investment products (Insurance, MF, PMS, SIPs, AIF, Bonds, FD, Unlisted shares, IAP & other MOFSL services).
• Revenue generation from all products sourced from client accounts.
• Client meetings and proactive relationship upgrading to achieve business targets.

Descripción del empleo

Job Purpose

The Relationship Manager is the main point of contact for clients and represents the business. This role involves bringing in new clients, maintaining strong relationships, and ensuring they stay with the company by providing excellent service. The Relationship Manager helps clients plan their finances and gives them the right advice to achieve their goals.

Key Deliverables

• New Client Acquisition
• Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
• Revenue generation revenue to be generated from the all the products from sourced accounts
• Client Meeting
• Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships.