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:
Perks and Benifits:
For interviews, contact HR Ashwini on WhatsApp: 9923656***
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
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...