Client Acquisition
Client Acquisition from open-market sourcing.
Drive account opening for Demat, Equity, Commodity, and Currency trading segments.
Ensure active client onboarding and activation for trading and investment purposes.

Revenue Generation
Generate revenue from all products linked to sourced clients, including broking turnover, margin, and third-party products.
Meet monthly revenue and productivity benchmarks set by the branch.

Third-Party Product Sales
Cross-sell a range of investment products, including: • SIPs • Mutual Funds • Insurance Products • Value Packs / ACE / TGS

Client Relationship Management
Build robust relationships with clients to improve engagement, trading activity, and product usage.
Understand customer investment needs and recommend suitable solutions.
Provide prompt support to resolve service issues and maintain customer satisfaction.

Monitoring & Reporting
Maintain daily and weekly reports on client acquisition, product sales, and revenue generation.
Share regular performance updates with Sales/Branch Manager.

📌 Walk In Relationship Manager Mangalore
🏢 Motilal Oswal Financial Services (MOFSL)
📍 Mangalore