Job Description
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.
- Enhanc...