Relationship Manager Motilal Oswal Securities Limited

Title RO/RM Area of operation Branch Location

Department Sales Direct reporting Branch Sales Manager

Level Executive/Sr Executive Dotted line/any other reporting NA

Location Regional Locations Number of people supervised NA

SECTION 2: PURPOSE OF ROLE

In 2-3 sentences, please list out the purpose of your job. You should capture the true essence of your job. Please do not use this space to list the daily activities you do in your role. Only the overall summary is required

Responsible for achievemnent of sales target through various channels of business including direct relationships

Media

SECTION 4: DO: KEY ACTIVITIES

Critical Routine

Coordination with BSM and Sourcing proper files. Doing daily meeting with clients and updating the same in the app, responsible for lead conversion.

Ensure 100% compliance with company policies, procedures and guidelines and with provision of all legislation and local governance requirement. Collecting KYC documents, NOI and required documents of Customers getting file ready and ensuring all the other required formalities are done.

Maintaining relationship with Connectors, builders and customers Coordinating with Credit, Legal and Technical team for completing formalities

Doing Marketing activities and promotional campaign for generating leads Getting file ready for sanction

SECTION 5: DELIVER: KRA's AND PERFORMANCE INDICATORS

KRA Performance 

Indicator Rank (Rank all KRA's in the order of their importance, with 1 being the most important)

SECTION 7: DISPLAY: KNOWLEDGE SKILLS AND EXPERIENCE

In this section, please articulate the minimum skills, qualifications and experience required for a new joiner to perform the job to a reasonable level of satisfaction.

Educational Qualifications Undergraduate/Graduate

Additional Certifications/Trainings (desirable)

Prior Experience Minimum 6 Months experience in sales of HL/LAP.

Domain Knowledge Understanding the Home Loan market, Knowledge about regulatory aspect of home loan.

IT Skills Basic knowledge of MS Office

SECTION 8: COMPETENCIES

In this section, please indicate the key behavioural and technical attributes required to perform the job

Behavioural Technical

Leadership Product Knowledge

Assertion Local Area Knowledge

Aggression Knowledge on KYC Documents

People Management

Customer orientation

Interpersonal/ relationship management skills