Sales Officer

About Motilal Oswal Financial Services

Motilal Oswal Financial Services is a reputed financial institution specializing in wealth management and investment advisory. The company is seeking a dedicated Relationship Manager to enhance its portfolio in the affluent and super-affluent segments.

Key Responsibilities

• Identify and onboard new clients within the affluent and super-affluent market segments through open market efforts and leveraging existing networks.
• Develop and sustain a robust portfolio of high-net-worth clients, ensuring strong relationship management.
• Promote and cross-sell various financial products to increase Assets Under Management (AUM).
• Offer tailored investment advice aligned with each client's risk appetite and financial objectives.
• Continuously monitor and pinpoint prospective clients to expand the customer base effectively.
• Remain informed about developments in financial markets, products, and industry trends to provide current and relevant advice.
• Collaborate closely with internal product specialists and research teams to support insightful investment decisions.
• Participate actively in organizing seminars, workshops, and other initiatives aimed at business growth.
• Strengthen client relationships to augment wallet share and maximize overall portfolio value.