Your browser does not support javascript! Please enable it, otherwise web will not work for you.

Senior Relationship Executive@ Motilal Oswal

Home > Trading, Asset & Wealth Management

 Senior Relationship Executive@ Motilal Oswal

Job Description

Job Title: Relationship Manager


Location : Kolkata


Role & Responsibilities:

*Acquire 7-8 new clients monthly from the open market.

*Cross-sell third-party investment products to existing clients.

*Generate revenue from all products offered to sourced accounts.

*Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each.

*Focus on expanding the client base through proactive outreach.

*Leverage cross-selling opportunities to enhance product adoption.

*Ensure consistent revenue growth from new and existing clients.


Requirements:

  • Graduate in any discipline
  • 1+yearsin Broking/Banking industry

Perks and Benifits:

  • PF and insurance coverage.
  • Career growth opportunities.

For interviews, contact HR Ashwini on WhatsApp: 9923656***

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Sales Manager
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Kolkata

+ View Contactajax loader


Keyskills:   New Client Acquisition Client Acquisition Demat Open Market Equity sales Team Handling Equity Sales Manager Demat Account Relationship Building Manager Revenue Generation Sales Relationship Management Relationship Business Development SIP Dmat Client Relationship

 Fraud Alert to job seekers!

₹ -5.5 Lacs P.A

Similar positions

IndusInd Bank || Senior /Banking Partner - Pioneer Banking

  • Indusind Bank
  • 7 - 12 years
  • Mumbai
  • 4 days ago
₹ Not Disclosed

Relationship Manager: Banking and PCG Channel

  • Tata Asset Management
  • 1 - 6 years
  • Chennai
  • 4 days ago
₹ 6-12 Lacs P.A.

Junior Relationship Manager - Private Banking / Wealth Management

  • IME Capital
  • 2 - 3 years
  • Bengaluru
  • 4 days ago
₹ 6-9 Lacs P.A.

Relationship Manager - Sales

  • PA Wealth Advisors
  • 2 - 6 years
  • Ludhiana
  • 9 days ago
₹ -4.8 Lacs P.A.

Motilal Oswal

Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...