Recent Client Acquisition Identify and onboard new clients to expand the customer base and strengthen relationships Cross-Selling Promote and cross-sell a wide range of third-party investment products including Insurance Mutual Funds PMS SIPS TGS AlFs Bonds Unlisted Shares IAP and other financial services offered by MOFSL Revenue Generation Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories Client Engagement Conduct regular client meetings to understand financial needs provide suitable investment solutions and ensure long-term relationship building
📌 Relationship Manager Surat
🏢 JobStation
📍 Surat
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