Relationship Manager

23 hours ago

Pune, Maharashtra, India Motilal Oswal Financial Services (MOFSL) Full time ₹ 4,00,000 - ₹ 12,00,000 per year

Role & responsibilities

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 Skills & Experience:

1. Client Relationship Management: Build and maintain relationships with clients, understanding their financial needs. o 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. o 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.

Preferred candidate profile

Minimum 1 year of Experience in sales of Investment Products like Demat Accounts ,Mutual funds and Insurance .

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.

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