Relationship Manager

Company: Motilal Oswal Financial Services Ltd.

Role: Relationship Manager

Location - Kolkata

Role Overview

Responsible for acquiring and managing Affluent & Super Affluent clients, providing investment solutions, and growing Assets Under Management (AUM) through strong client relationships.

Key Responsibilities

• Acquire new Affluent/HNI clients through market sourcing and personal networks.
• Build, manage, and grow high-value client portfolios.
• Increase AUM through cross-selling financial products.
• Provide investment advisory based on client goals and risk profile.
• Identify business opportunities and generate new leads.
• Stay updated on market trends and investment products.
• Collaborate with research and CFP teams for investment planning.
• Conduct seminars, workshops, and client engagement activities.
• Enhance wallet share and overall portfolio value.

Products Handled

• Mutual Funds
• SIPs
• Demat Accounts
• PMS
• Insurance
• CASA

Requirements

• Experience in wealth management, banking, or financial services.
• Strong client acquisition and relationship management skills.
• Experience with Affluent/HNI clients preferred.
• Knowledge of Mutual Funds, Insurance, Equity, and Demat products.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to generate leads and convert prospects.
• Good market awareness and analytical skills.

Compensation & Benefits

• Salary hike as per current CTC and market standards.
• Opportunity to manage high-value portfolios.
• Career growth in wealth and investment advisory.

To schedule your interview send your CV through WhatsApp (number mentioned below)

HR Dhanashri :- 9923656681