Relationship Manager
Motilal Oswal Financial Services · Kolkata · onsite · Posted 31d ago
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About this role
Relationship Manager – Motilal Oswal Financial Services Ltd.
Department: Direct Channel / Open Market
Working Hours: 9:00 AM – 6:00 PM
Role:
Responsible for acquiring and managing Affluent, Super-Affluent & HNI clients, generating business through open-market sourcing, and growing AUM through investment products.
Key Responsibilities:
- Acquire new clients through open market and personal network.
- Manage and strengthen HNI/Affluent client relationships.
- Drive AUM, revenue, and wallet share through cross-selling.
- Handle products such as Mutual Funds, SIP, Demat, PMS, Insurance & CASA.
- Understand client requirements and provid
Contact Us Today:- HR Dhanashri: [phone removed]
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Skills
PMSSIPMutual FundsCASADematInsurance
About Motilal Oswal Financial Services
Motilal Oswal Financial Services
Financial Services
13k+
employees
1987
39 years old
Mumbai, Maharashtra
India
₹4.7L PA avg
Avg at Motilal Oswal Financial Services
About
Motilal Oswal Financial Services offers a comprehensive range of financial services, backed by extensive research and technology to meet diverse client needs.
Industries
Financial Services
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