Motilal Oswal Financial Services Limited

Retail Banking Relationship Manager

Motilal Oswal Financial Services Limited
Kolkata/Calcutta
₹25,000 - ₹55,000 monthly*

Fixed

₹25,000 - ₹50,000

Average Incentives*

₹5,000

Earning Potential

₹55,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

3 applicants

3 applicants

Benefits include: Weekly Payout, Overtime Pay, Joining Bonus, Flexible Working Hours

Benefits include: Weekly Payout, Overtime Pay, Joining Bonus, Flexible Working Hours

Job Description

Company : Motilal Oswal Financial Services Ltd.

Role : Relationship Manger


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)







Job role

Work location
Work locationKolkata, West Bengal, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsDirect sales, CASA, Financial services, SIP, Wealth management, Current Account, Demat Account Sales, Wealth Management Services, Mutual Fund Sales, Savings Account
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit18 - 35 years
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressKolkata, West Bengal, India
Job posted by Motilal Oswal Financial Services Limited

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You 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 Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Kolkata at apna.

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