Branch Relationship Manager
Motilal Oswal Financial Services LimitedFixed
₹25,000 - ₹50,000
Average Incentives*
₹5,000
Earning Potential
₹55,000
Fixed
₹25,000 - ₹50,000
Average Incentives
₹5,000
Earning Potential
₹55,000
You can earn more incentive if you perform well
Job highlights
Urgently hiring
1 applicants
Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance
Job Description
Company : Motilal Oswal Financial Services Ltd.
Working Hours: 9:00 AM – 6:00 PM
Role : Relationship Manger
Role Overview
The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).
Key Responsibilities
Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
Build and manage a strong portfolio of high-value clients.
Maintain relationships and grow AUM by cross-selling financial products.
Provide investment advisory services based on client risk profile and financial goals.
Track and identify potential clients in the target segment for new business acquisition.
Stay updated on financial markets, investment products, and industry trends.
Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
Conduct and support seminars, workshops, and other business development initiatives.
Deepen client engagement to increase wallet share and overall portfolio value.
Job role
Job requirements
About company
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Bharti Axa Life Insurance Company LimitedYou can expect a minimum salary of 25,000 INR and can go up to 55,000 INR. The salary offered will depend on your skills, experience and performance in the interview.
The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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