Relationship Manager @ Motilal Oswal

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Relationship Manager

Motilal Oswal
1 - 5 years
Pune
6 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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Motilal Oswal

Motilal Oswal Fin Ser Limited 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 a...

Relationship Manager @ Motilal Oswal

Home > Retail & B2C Sales