Credicus Business Services Pvt Ltd
Website:
credicus.in
Job details:
Role: Senior Relationship Officer
Company: Motilal Oswal Financial Services Ltd.
Locations: Kolkata
Objective
Drive acquisition and management of Affluent & Super Affluent clients while growing AUM and strengthening long-term relationships through customized investment solutions.
Key Responsibilities
- Client Acquisition: Build and expand HNI/Affluent client base
- Portfolio Growth: Drive AUM and increase wallet share
- Relationship Management: Maintain long-term engagement with clients
- Advisory: Offer tailored investment and financial planning solutions
- Market Insights: Track trends and recommend suitable products
- Business Development: Support events, seminars, and brand initiatives
Core Skills
- Client acquisition & relationship management
- Financial markets & investment products knowledge
- Strong communication & advisory skills
- Analytical and result-oriented mindset
Eligibility
- Experience in wealth management / banking / financial services
- Strong HNI/Affluent client network preferred
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Priyanka: 7875990932
Click on Apply to know more.