Relationship Manager

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