Relationship Officer @Motilal Oswal (Kolkata)

Relationship Officer @Motilal Oswal (Kolkata)

02 Sep
|
Credicus Business Services
|
Kolkata

02 Sep

Credicus Business Services

Kolkata

Role & responsibilities

- Acquire recent clients through self-generated leads, references, and open-market activities.

- Sell and promote Mutual Funds, SIPs, Demat accounts, equity/broking and other investment products.

- Manage and strengthen relationships with existing clients.

- Understand client financial goals and recommend suitable investment solutions.

- Generate leads through calling, references, networking, and field activities.

- Achieve monthly sales, revenue, and client acquisition targets.

- Drive cross-selling and upselling of investment and financial products.

- Maintain regular follow-ups with prospects and convert leads into active clients.

- Provide after-sales service and maintain long-term client relationships.

📌 Relationship Officer @Motilal Oswal (Kolkata)
🏢 Credicus Business Services
📍 Kolkata

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