- Key ResponsibilitiesAcquire current clients through personal networks, referrals, market outreach, and business development activities.
- Develop and maintain long-term relationships with affluent and HNI clients.
- Understand clients' financial objectives, risk profiles, and investment requirements.
- Recommend appropriate wealth management and investment solutions based on client needs.
- Manage and grow the assigned client portfolio.
- Generate revenue through investment, insurance, mutual fund, portfolio management, and other relevant financial products.
- Conduct regular client reviews and provide portfolio updates.
- Identify cross-selling and up-selling opportunities within the existing client base.
- Build a strong referral network and develop new sources of business.
- Ensure compliance with company policies, regulatory requirements, and KYC norms.
- Maintain accurate records of client interactions, prospects, and business activity.
- Achieve monthly and annual business and revenue targets.

📌 Wealth Partner (Kolkata)
🏢 Motilal Oswal Financial Services
📍 Kolkata