Branch Relations Officer (Mysuru)

Branch Relations Officer (Mysuru)

01 Aug
|
Motilal Oswal Financial Services
|
Mysuru

01 Aug

Motilal Oswal Financial Services

Mysuru

Company Name - Motilal Oswal Financial Services

Role- Relationship Manager

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 current 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.

📌 Branch Relations Officer (Mysuru)
🏢 Motilal Oswal Financial Services
📍 Mysuru

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