Relationship Manager @Motilal Oswal

Credicus Business Services Pvt Ltd; Ballari District, Mysuru, Bengaluru; On-site; INR 400,000 - 800,000; Full time

Job summary

Credicus Business Services Pvt Ltd in India invites applications for a client acquisition role in retail broking and wealth products. You will acquire new clients, guide online trades, and drive revenue while ensuring compliance with SEBI, NSE, BSE, and company policies.

You will manage relationships with existing clients, advise on equities, mutual funds, IPOs, and other products, and strive to meet monthly and quarterly sales targets with a strong customer focus.

Qualifications

• 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.

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

Financial markets understanding

Communication

Relationship-building

Sales 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.

Contact:

HR Avdhut: 7796426971