Relationship Officer @Motilal Oswal

Credicus Business Services; Bengaluru; On-site; INR 400,000 - 600,000; Full time

Job summary

Credicus Business Services in Bengaluru is looking for a target-driven sales professional who can acquire new clients through self-generated leads, references, and open-market activities, and who will promote Mutual Funds, SIPs, Demat accounts, and other investment products.

You will manage and strengthen relationships with existing clients, understand their financial goals, recommend suitable solutions, generate leads via calling and networking, and drive cross-selling and upselling while

Responsibilities

• Acquire new clients through self-generated leads, references, and open-market activities.
• Sell and promote Mutual Funds, SIPs, Demat accounts, equity/broking and other investment products.
• Manage and strengthen relationships with existing clients.
• Understand client financial goals and recommend suitable investment solutions.
• Generate leads through calling, references, networking, and field activities.
• Achieve monthly sales, revenue, and client acquisition targets.
• Drive cross-selling and upselling of investment and financial products.
• Maintain regular follow-ups with prospects and convert leads into active clients.
• Provide after-sales service and maintain long-term client relationships.

Job description

Role & responsibilities

• Acquire new clients through self-generated leads, references, and open-market activities.
• Sell and promote Mutual Funds, SIPs, Demat accounts, equity/broking and other investment products.
• Manage and strengthen relationships with existing clients.
• Understand client financial goals and recommend suitable investment solutions.
• Generate leads through calling, references, networking, and field activities.
• Achieve monthly sales, revenue, and client acquisition targets.
• Drive cross-selling and upselling of investment and financial products.
• Maintain regular follow-ups with prospects and convert leads into active clients.
• Provide after-sales service and maintain long-term client relationships.