Branch Relations Officer
Motilal Oswal Financial Services Limited
Branch Relations Officer
Motilal Oswal Financial Services Limited
Kolkata/Calcutta
₹20,000 - ₹50,000 monthly*
Fixed
₹20000 - ₹40000
Average Incentives*
₹10,000
Earning Potential
₹50,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Basic English
Job Details
Interview Details
Job highlights
Urgently hiring
Fast HR reply
81 applicants
Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)
Job Description
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.
Job role
Work location
Kolkata, West Bengal, India
Department
Banking / Insurance / Financial Services
Role / Category
Trading, Asset & Wealth Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 6 months
Education
Graduate
Skills
Banking, Direct sales, CASA, Wealth management, Mutual funds, Finanacial services, Demat Account Sales, Wealth Management Services, Retail Banking, Savings Account
English level
Basic English
Age limit
18 - 35 years
Gender
Any gender
About company
Name
Motilal Oswal Financial Services Limited
Address
Kolkata, West Bengal, India
Job posted by Motilal Oswal Financial Services Limited
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