Credicus Business Services Pvt Ltd
Website:
credicus.in
Job details:
Hiring: Relationship Manager | Motilal Oswal Financial Services Ltd.
Key Responsibilities
- Acquire and manage clients through open market sourcing.
- Build long-term client relationships and grow Assets Under Management (AUM).
- Offer investment solutions based on clients' financial goals.
- Cross-sell products including Mutual Funds, SIPs, PMS, Insurance, and Demat Accounts.
- Work closely with internal research teams to provide quality investment advisory.
- Achieve business targets through client acquisition and portfolio growth.
Preferred Candidate
- Experience in Wealth Management, Banking, Broking, NBFC, or Financial Services.
- Strong client acquisition and relationship management skills.
- Knowledge of Mutual Funds, Insurance, Equity, and Demat products.
- Candidates with CASA sales experience are also welcome.
Interested candidates can apply now.
For interview scheduling and further details,
Contact:
HR Dhanashri-9923656681
Click on Apply to know more.