Senior Relationship Officer

Company Name - Motilal Oswal Financial Servies Profile - Relationship Manager Job Responsibilities 1.Build and manage relationships with Affluent & Super Affluent clients , leveraging existing networks and acquiring new clients. 2.Drive AUM growth by providing personalized investment and wealth management solutions. 3.Advise clients on portfolio management, financial planning, and suitable investment opportunities. 4.Identify new business opportunities and expand the client base through strategic acquisition. 5.Stay updated on market trends and collaborate with the Research & CFP teams to deliver tailored investment recommendations. 6.Organize client engagement activities, seminars, and workshops to strengthen relationships and generate business. 7.Achieve targets for client acquisition, AUM growth, revenue, and client satisfaction.