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Walk-in || Relationship Manager (Motilal Oswal Financial Services)

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Motilal Oswal  Walk-in || Relationship Manager (Motilal Oswal Financial Services)

Job Description

Role:- Relationship Manager


Role & Responsibilities:

  • Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
  • Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
  • Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
  • Achieve a target of 5 SIPs per month, each of Rs. 2000.
  • Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
  • Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:

  • Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
  • Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
  • Good knowledge of broking and operations within the financial services industry.
  • Prior experience in the broking industry is a plus.

Perks and Benefits:

  • PF and Insurance coverage
  • Fixed salary with attractive performance-based incentives

Interview Process:

  • HR Round
  • Sales Manager Round

Limited Spots Apply Now !


Interested applicants are requested to call or send their CV via WhatsApp on the number mentioned below to book an interview slot.

Get in Touch:- HR Dhanashri- 9923656***

Job Classification

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

Contact Details:

Company: Motilal Oswal
Location(s): Kolkata

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Keyskills:   Direct Sales Banking Products Wealth Management SIP Investment Products Retail Sales Mutual Funds Cross Selling Portfolio Management Services Third Party Products Equity Mutual Funds Sales HNI Acquisition HNI Client Handling Demat HNI Sales PMS Investment

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₹ 2-5.5 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...

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