Relationship Manager

8 hours ago

Bhubaneshwar, Odisha, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Responsibilities:

  1. Sales Strategy: Develop and implement sales strategies and action plans to drive business for Demat Account, MF,SIP & PMS(Portfolio Management System).

  2. Lead Generation: Collaborate with the sales team to generate leads for equity products.

  3. Customer Relationship Management: Work closely with the bank employee to generate leads.

  4. Sales Performance Tracking: Monitor and analyse sales performance metrics, such as revenue, conversion rates, and customer retention. Identify areas of improvement and implement corrective measures to ensure sales targets are met or exceeded.

  5. Relationship Management: Build and maintain strong relationships with key stakeholders, including sales partners, branch managers, and internal departments. Collaborate with cross-functional teams to ensure seamless coordination and support in achieving business objectives.

Qualifications:

  1. Education: Bachelor's degree in any discipline (preferably business, finance, or marketing).

  2. Insurance Knowledge: In-depth understanding of life, health, and general insurance products, including their features, coverage, and benefits. Familiarity with insurance market dynamics, competition, and regulatory requirements.

  3. Sales Expertise: Extensive experience in insurance sales, with a strong sales track record and a customer-centric approach. Demonstrated success in cross-selling and upselling initiatives.

  4. Communication Skills: Excellent verbal and written communication skills in English and Hindi. Ability to effectively communicate and negotiate with stakeholders at all levels.

  5. Analytical Skills: Strong analytical and problem-solving abilities. Ability to analyse sales data, identify trends, and make data-driven decisions.

  6. Result-Oriented: Proactive, self-motivated, and goal-driven mind-set. Ability to work independently and manage multiple priorities while meeting deadlines.

Preferred candidate profile

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