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Branch Relations Officer
Motilal Oswal Financial Services Limited
Mysuru, Karnataka, India • Penuh Waktu
Jadilah yang pertama mendaftar
- Pengalaman
- Setiap
- Gaji
- INR 25,000 – INR 60,000 / month
- Lowongan
- 1
- Diposting
- 2 jam yang lalu
- Mode kerja
- Di kantor
- Melanjutkan
- Wajib mendaftar
Tempat Anda akan bekerja
Deskripsi pekerjaan
About the Role
Motilal Oswal Financial Services Limited seeks a Branch Relations Officer to serve as a Relationship Manager. This position is based in Mysuru, Karnataka, India.
Key Duties
- Identify and acquire new clients within the affluent and super affluent market segments by leveraging both open market opportunities and existing networks.
- Develop and maintain a robust portfolio comprising high-net-worth individuals.
- Increase Assets Under Management (AUM) through effective cross-selling of diverse financial products.
- Offer tailored investment advisory services aligned with each client's specific risk tolerance and financial objectives.
- Systematically pinpoint and pursue potential clients in the designated target group to drive business growth.
- Keep abreast of ongoing developments in financial markets, available investment products, and sector trends.
- Collaborate closely with internal product and research departments, including the centralized Certified Financial Planner (CFP) team, to ensure well-informed investment recommendations.
- Organize and participate in seminars, workshops, and other initiatives to foster business development.
- Enhance depth of client interactions to increase wallet share and augment overall portfolio valuation.