Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
🏢 Motilal Oswal Financial Services Limited
Role: Relationship Manager
Locations: Kolkata
💼 Role Overview
As a Senior Relationship Officer, you will be responsible for managing and expanding a portfolio of Affluent and Super Affluent clients. The role focuses on client acquisition, relationship management, and delivering tailored investment solutions.
🔑 Core Responsibilities
Client Acquisition & Portfolio Building
Bring in your existing network of Affluent & Super Affluent clients
Identify and acquire new clients within the target segment
Relationship Management
Maintain and strengthen long-term client relationships
Grow Assets Under Management (AUM) from existing clients
Investment Advisory
Advise clients on investment strategies and financial planning
Manage and review overall client portfolios
Market & Research Alignment
Track market trends and identify suitable investment opportunities
Coordinate with Product & Research (Centralized CFP Team) for decision-making
Business Development
Organize and support seminars, workshops, and engagement activities
Drive initiatives to expand business reach and client base
🎯 Candidate Profile
Strong connect with Affluent / HNI clients
Good understanding of financial products and markets
Excellent communication and interpersonal skills
Ability to drive revenue and client growth
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Pragati: 7030024963
Click on Apply to know more.