Relationship Wealth Manager @Motilal Oswal

Credicus Business Services Pvt Ltd; Ahmedabad District, Surat, Vadodara; Presencial; INR 350 000 - 550 000; Tempo integral

Resumo da oferta

Credicus Business Services Pvt Ltd is seeking a proactive sales professional to acquire new clients and promote investment products such as Mutual Funds, SIPs, Demat accounts, and equity. You will understand client financial goals and propose suitable solutions while building and strengthening relationships.

The role requires generating leads through calls, references, networking, and field activities, achieving monthly targets, and driving cross-selling and upselling.

Responsabilidades

• 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.

Descrição da oferta de emprego

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.