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 Account...