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Hiring: Relationship Manager
Motilal Oswal Financial Services Limited | Kolkata
Role Overview
Looking for dynamic professionals with strong relationship-building and client acquisition skills to manage Affluent & Super Affluent clients while driving wealth growth and investment advisory services.
What You'll Do
✔ Acquire new HNI/Affluent clients through networking and references
✔ Build and manage long-term client relationships
✔ Increase AUM and maximize wallet share
✔ Offer investment advisory and portfolio management solutions
✔ Track financial markets and identify investment opportunities
✔ Work closely with Product & Research (CFP Team)
✔ Conduct seminars and business development initiatives
Required Skills
About company
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Sayali : 9158043197
Job ID: 148662327
Skills:
Bancassurance, Sales Strategy, Customer Targeting, Relationship Management, Marketing, Branding
Skills:
Deal Structuring, Portfolio Growth, Client Identification Sourcing, Credit Solutions, Financial Analysis, Compliance, Client Relationship Management
Skills:
Market Research, Client Acquisition, Investment Advisory, Portfolio Building, Business Development
Skills:
New-to-Bank Acquisition, CRM, Knowledge Banking, Client Engagement, Branch Banking Coordination, Asset Book Management
Skills:
Insurance, Compliance, relationship management, MIS reporting, virtual bancassurance, Sales
We don’t charge any money for job offers
