Relationship Manager

23 hours ago

Kolkata, West Bengal, India Motilal Oswal Financial Services Ltd Full time

Role Description

This is a full-time, on-site Relationship Manager role based in West Bengal, India min 1year exp in financial market. The Relationship Manager will be responsible for managing client relationships, onboarding new clients, and providing tailored financial product and service recommendations. The role includes portfolio reviews, responding to client inquiries, coordinating with internal teams, and achieving assigned sales targets. Additionally, the Relationship Manager will monitor market trends and keep clients informed about pertinent investment opportunities.

Qualifications

  • Proficiency in Relationship Management and Customer Service with min 1year exp in financial sector
  • Knowledge of Financial Products and Services, including Wealth Management and Portfolio Management
  • Experience in Sales, Cross-Selling, and Client Acquisition strategies
  • Strong Analytical and Evaluation skills for market trends and investment opportunities
  • Excellent Communication and Interpersonal skills
  • Ability to work on-site in West Bengal and meet sales targets
  • Bachelor's degree in Finance, Business Administration, or a related field
  • Certifications such as NISM or AMFI are a plus

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