Acquisition Manager
Motilal Oswal Financial Services LimitedFixed
₹25,000 - ₹40,000
Average Incentives*
₹5,000
Earning Potential
₹45,000
Fixed
₹25,000 - ₹40,000
Average Incentives
₹5,000
Earning Potential
₹45,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 1 year
Good (Intermediate / Advanced) EnglishJob highlights
Fast HR reply
HR responded to 100% candidates in last 1 days
1 applicants
Benefits include: PF
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.
Products Handled
Mutual Funds
SIPs (Systematic Investment Plans)
Demat Accounts
PMS
Insurance
CASA (Current Account & Savings Account)
Contact for more details: (Call /Whatsapp)
HR Dhanashri - 9923656681
Job role
Job requirements
About company
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The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.
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