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.