Relationship Manager
Credicus Business Services Pvt Ltd
Job Description
Role: Senior Relationship Officer Company: Motilal Oswal Financial Services Ltd. Locations: Kolkata Objective Drive acquisition and management of Affluent & Super Affluent clients while growing AUM and strengthening long-term relationships through customized investment solutions. Key Responsibilities Client Acquisition: Build and expand HNI/Affluent client base Portfolio Growth: Drive AUM and increase wallet share Relationship Management: Maintain long-term engagement with clients Advisory: Offer tailored investment and financial planning solutions Market Insights: Track trends and recommend suitable products Business Development: Support events, seminars, and brand initiatives Core Skills Client acquisition & relationship management Financial markets & investment products knowledge Strong communication & advisory skills Analytical and result-oriented mindset Eligibility Experience in wealth management / banking / financial services Strong HNI/Affluent client network preferred Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Priyanka: 7875990932