Relationship Manager @ Motilal

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Relationship Manager

Motilal
1 - 5 years
Pune
7 months ago
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Job Description

Roles and Responsibilities

Manage relationships with high net worth individuals (HNIs) to acquire new clients and expand existing ones.
Identify opportunities for cross-selling of financial products such as broking, demat accounts, mutual fund sales, portfolio handling, wealth management services.
Collaborate with internal teams to resolve customer queries and issues efficiently.
Develop a deep understanding of client needs and preferences to provide tailored solutions.
Meet or exceed monthly targets set by the organization.

Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Retail Sales
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Pune

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Keyskills: Portfolio Handling B2C sale Wealth Relationship Manager Mutualfund Sales Broking Demat Account RM

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₹ .25-5 Lacs P.A

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Your name (*)

Email (*)

Mobile (*)

Preferred City (* max. 2 w/comma)

Designation / Expected Role

Current / Recent Company (*)

Experience (*)

Expected Salary (*)

Desired Industry (*):

Functional area / Department (*):

Enter Skills (key skills, subjects, technologies & roles to use in search)

Write briefly about yourself, your experience and education (*)

Attach ResumeMax 2.38 MB (RTF, PDF, DOC, DOCX formats only parsed)

Please, check the file size and type.

Add social media [ + ]

Create password

I agree with website service terms and conditions

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Relationship Manager @ Motilal

Home > Retail & B2C Sales