Company Name-Motilal Oswal Financial Company

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 new 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.

Products Handled

- Mutual Funds
- SIPs (Systematic Investment Plans)




- Demat Accounts
- PMS
- Insurance

Requirements

- Proven experience in wealth management, banking, or financial services.
- Solid client acquisition and relationship management skills.
- Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to generate leads and convert prospects into long-term clients.

Compensation & Benefits

- Salary hike as per current CTC and market standards
- Opportunity to manage high-value client portfolios
- Career growth in wealth and investment advisory

Interested candidates can apply now.

For interview scheduling and further details,

HR Dhanashri : (phone hidden)

📌 Acquisition Manager @Motilal Oswal (Pune)
🏢 Credicus Business Services
📍 Pune