Relationship Manager
Motilal Oswal Financial Services (MOFSL)
Thane, Maharashtra, India · Tempo pieno
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- Esperienza
- Qualsiasi
- Stipendio
- —
- Aperture
- 1
- Pubblicato
- 3 ore fa
- Modalità di lavoro
- In ufficio
- Istruzione
- Qualsiasi laureato
- Requisiti di ammissibilità
- Any graduate is eligible to apply for this role.
- Riprendere
- È necessario candidarsi
Dove lavorerai
Descrizione del lavoro
About Motilal Oswal Financial Services Ltd.
Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services organization dedicated to wealth generation for diverse clients including institutional, corporate, HNI, and retail segments. Their offerings span wealth management, retail and institutional broking, asset management, investment banking, private equity, commodity broking, and principal strategies. MOFSL's extensive distribution is through over 1,563 branches in 555 cities plus online services for more than 738,156 registered customers. Known for its robust research capabilities, MOFSL identifies market trends and high-growth stocks, enabling clients to make insightful, timely investment choices.
The company has earned multiple prestigious accolades for excellence across brokerage, research, market analysis, innovation, HR, and capital markets from reputed organizations such as Asia Money, Thomson Reuters, CNBC TV18, Dun & Bradstreet, and others over the years.
Role Overview
The Relationship Manager acts as the primary liaison for clients, representing the firm's interests. This role focuses on acquiring new clients, fostering lasting relationships, and retaining clients through exceptional service. The incumbent supports clients in financial planning and delivers tailored advice to help them meet their financial targets.
Key Responsibilities
- Acquire new clients to expand the customer base.
- Promote and sell a variety of third-party investment products, including Insurance, Mutual Funds, Portfolio Management Services, Systematic Investment Plans, Tax Saving Products, Alternative Investment Funds, Bonds, Fixed Deposits, Unlisted shares, and Investment Advisory Products offered by MOFSL.
- Generate revenue from all products linked to sourced client accounts.
- Conduct regular meetings with clients to understand and address their investment needs.
- Achieve set business targets related to cross-selling, relationship enhancement, and account upgrades.
Eligibility and Qualifications
The position is open to any graduate eager to build a career in financial services sales and client management.