Portfolio Development Manager

Company Name : Motilal Oswal Financial Services (MOFSL)

Profile : Relationship Manager

Location : Ahmedabad, Vadodara, Surat

Job Profile :

New Client Acquisition : Identify and onboard new clients to expand the customer base and strengthen relationships.

Cross-Selling : Promote and cross-sell a wide range of third-party investment products including Insurance, Mutual Funds, PMS, SIPS, TGS, AlFs, Bonds, Unlisted Shares, IAP, and other financial services offered by MOFSL.

Revenue Generation : Drive revenue growth by effectively managing sourced accounts and maximizing income across all product categories.

Client Engagement : Conduct regular client meetings to understand financial needs, provide suitable investment solutions, and ensure long-term relationship building.

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut : 7796426971