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Relationship Manager @ Motilal Oswal

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 Relationship Manager

Job Description

Job Title: Relationship Manager Sales & Client Acquisition

Location: Kolkata, India

Experience: 1 to 10 Years


Job Summary:

We are hiring a Relationship Manager to drive DEMAT account sales, margin collection, and revenue generation through financial products like Insurance, Mutual Funds, PMS, and Life Insurance. The role involves client acquisition, lead generation, and relationship management to expand the companys customer base.


Key Responsibilities:

* Acquire new DEMAT account clients and ensure margin collection for equity & commodity.

* Cross-sell Mutual Funds, PMS, and Life Insurance to maximize revenue.

* Maintain relationships with existing clients and generate new leads.

* Meet sales targets and contribute to business growth.


Requirements:

1-10 years of experience in Sales/Business Development

Strong communication & sales skills with a target-driven approach.

Based in Kolkata (Local candidates only).

Graduate/Postgraduate in Finance, Business, or related fields.

(JD)

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: General Insurance
Role: Relationship Manager
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Kolkata

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Keyskills:   Mutual Funds Cross Sales Insurance Sales Demat Account Demat Direct Sales Third Party Products PMS Mutual Funds Sales Equity Sales SIP Investment Products

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₹ .25-5 Lacs P.A

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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...