Relationship Manager@Motilal Oswal

Credicus Business Services; Mysuru; On-site; INR 300,000 - 600,000; Full time

Benefits offered by this job

PF and Insurance coverage

Fixed salary with performance-based incentives

Job summary

Credicus Business Services is seeking a sales professional in Mysuru to acquire new clients and cross-sell investment products such as SIPs and Mutual Funds. The ideal candidate will have at least 6 months of sales experience and excellent communication skills.

The role includes achieving monthly sales targets, understanding client needs, and maintaining strong relationships. Attractive performance-based incentives and insurance coverage are part of the package.

Qualifications

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills.
• Good knowledge of broking and operations within the financial services industry.

Responsibilities

• Acquire 7-8 new clients per month through prospecting.
• Cross-sell a range of investment products.
• Drive revenue generation from sourced accounts.

Skills

Sales experience

Communication skills

Interpersonal skills

Knowledge of financial services

Job description

Role & Responsibilities

• Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
• Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
• Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
• Achieve a target of 5 SIPs per month, each of Rs. 2000.
• Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
• Meet monthly and quarterly sales targets through effective client management and strategic cross‑selling.

Preferred Candidate Profile

• Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
• Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
• Good knowledge of broking and operations within the financial services industry.
• Prior experience in the broking industry is a plus.

Perks and Benefits

• PF and Insurance coverage
• Fixed salary with attractive performance-based incentives

Interview Process

• HR Round
• Sales Manager Round