The Relationship Manager is the main point of contact for clients and represents the business. This role involves bringing in recent clients, maintaining robust relationships, and ensuring they stay with the company by providing excellent service. The Relationship Manager helps clients plan their finances and gives them the right advice to achieve their goals.
Key Deliverables
Current Client Acquisition
Cross selling of third-party investment products (Insurance, MF, PMS, SIPs, TGS, AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL)
Revenue generation revenue to be generated from the all the products from sourced accounts
Client Meeting
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading relationships.
📌 Walk In Relationship Manager Mumbai Suburban
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mumbai Suburban
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