Relationship Officer @Motilal Oswal

Credicus Business Services; Chennai District; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

Credicus Business Services in Chennai, Tamil Nadu invites an ambitious investment advisor to acquire new clients in the Affluent and Super Affluent segment, manage a high-value portfolio, and grow AUM.

You will provide investment advisory aligned with risk profiles and goals, track market trends, coordinate with internal CFP team, and lead seminars and business development initiatives to deepen wallet share and portfolio value.

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 description

Role & 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.