Equity Relationship Manager @Motilal Oswal

1 - 5 years

3.5 - 6.5 Lacs P.A.

Mumbai Suburbs, Thane, Mumbai (All Areas)

Posted:2 months ago| Platform: Naukri logo

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Skills Required

Relationship ExecutiveSales managerRelationship ManagerRelationship ManagementRMCross SalesMutual Funds SalesWealth ManagerAcquisitionRelationship Wealth ManagerDematRelationship OfficerRelationshipStock MarketMFSIPCasa SalesDmat

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & Responsibilities: Client Acquisition & Relationship Management: Identify and acquire 7-8 new clients each month from the open market, focusing on building long-term relationships with both individual and institutional clients. Cross-Selling & Upselling : Promote and sell a range of third-party investment products to existing and new clients, enhancing their investment portfolios and meeting their financial goals. Revenue Generation : Drive revenue through comprehensive sales strategies across all financial products offered, ensuring a broad client base and diversified income streams. SIP Target Achievement: Consistently acquire clients for Systematic Investment Plans (SIPs), aiming for a monthly target of 5 SIPs with Rs. 2000 each. Work Location: Prabhadevi, Mulund, Borivali Rounds of Interviews:- HR round Sales Manager Round How to Apply:- To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut: 9822463775

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