Relationship Manager

Motilal Oswal Financial Services Limited Role : Relationship Manager Locations : Kolkata Role Overview As a Senior Relationship Officer, you will be responsible for managing and expanding a portfolio of Affluent and Super Affluent clients. The role focuses on client acquisition, relationship management, and delivering tailored investment solutions. Core Responsibilities Client Acquisition & Portfolio Building Bring in your existing network of Affluent & Super Affluent clients Identify and acquire new clients within the target segment Relationship Management Maintain and strengthen long-term client relationships Grow Assets Under Management (AUM) from existing clients Investment Advisory Advise clients on investment strategies and financial planning Manage and review overall client portfolios Market & Research Alignment Track market trends and identify suitable investment opportunities Coordinate with Product & Research (Centralized CFP Team) for decision-making Business Development Organize and support seminars, workshops, and engagement activities Drive initiatives to expand business reach and client base Candidate Profile Strong connect with Affluent / HNI clients Good understanding of financial products and markets Excellent communication and interpersonal skills Ability to drive revenue and client growth Interested?

To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Pragati: 7030024963