Relationship Manager
Motilal Oswal Financial Services (MOFSL)
Thane0–4 yrs1h agovia Naukri
About the Role
The Relationship Manager serves as the primary client contact and represents the business. This role focuses on client acquisition, fostering strong client relationships, and ensuring client retention through exceptional service. The Relationship Manager will guide clients in financial planning and provide advice to help them achieve their goals.
Key Responsibilities
- New Client Acquisition
- Cross-selling of third-party investment products including:
- Insurance
- MF (Mutual Funds)
- PMS (Portfolio Management Services)
- SIPs (Systematic Investment Plans)
- TGS
- AIF (Alternative Investment Funds)
- Bonds
- FD (Fixed Deposits)
- Unlisted shares
- IAP (Investment Advisory Platform)
- Other services offered by MOFSL
- Revenue generation from all products sourced from client accounts.
- Client Meetings to achieve business targets in terms of cross-selling, enhancing, and upgrading relationships.