- Acquire current 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.
Interested candidates can apply now.For interview scheduling and further details,
HR Avdhut: (phone hidden)
📌 Relationship Officer @Motilal Oswal (Chennai)
🏢 Credicus Business Services
📍 Chennai
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.