RM Retail _Pune

Job Description: 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 Engage…