Profile : Relationship Manager
*Acquire 7-8 new clients monthly from the open market.
*Cross-sell third-party investment products to existing clients.
*Generate revenue from all products offered to sourced accounts.
*Secure 5 SIPs (Systematic Investment Plans) each month, with a minimum value of Rs. 2000 each.
*Focus on expanding the client base through proactive outreach.
*Leverage cross-selling opportunities to enhance product adoption.
*Ensure consistent revenue growth from new and existing clients.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut : 7796426***

Keyskills: Bfsi Sales Equity Demat Relationship Manager RM Mutual Funds Broking Cross Selling Banking Sales Banking Products Relationship Client Service Manager Casa Sales Relationship Officer Insurance Field Sales Relationship Mutual funds Manager SIP Relationship Associate
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...