Relationship Manager

4 weeks ago

Pune, India Motilal Oswal Financial Services (MOFSL) Full time

Looking for Relationship Manager with experience in DMAT accounts, SIPs (Systematic Investment Plans), and insurance. This role typically involves managing and nurturing client relationships, particularly in financial products.Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:

Key Responsibilities

1. Client Relationship Management:

  • Build and maintain relationships with clients, understanding their financial needs.
  • Act as the main point of contact for high-net-worth clients, providing financial advice and assistance.

2. DMAT (Dematerialized Accounts):

  • Assist clients in opening, maintaining, and resolving issues related to their DMAT accounts.
  • Guide clients on using DMAT accounts for stock market investments and securities management.

3. SIP (Systematic Investment Plan):

  • Advise clients on mutual fund investments through SIPs.
  • Help clients set up and monitor their SIPs for long-term wealth generation.

4. Insurance Advisory:

  • Offer personalized insurance solutions, including life, health, and general insurance.
  • Ensure clients are adequately covered based on their financial profile and risk appetite.

Key Skills:
• Strong knowledge of DMAT accounts, stock market investments, and mutual funds.
• Familiarity with SIPs and insurance products.
• Excellent communication and client-handling skills.
• Ability to offer personalized financial advice based on client needs.
• Good understanding of regulatory and compliance issues in the financial sector. Role & responsibilities

Preferred candidate profile

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