Service Relationship Manager

Motilal Oswal Financial Services (MOFSL); Kolkata District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a Service Relationship Manager for HNI and UHNI clients in Kolkata. The role emphasizes delivering exceptional client service while supporting advisory sales and wealth platform operations.

The candidate will handle client interactions, coordinate with Financial Advisors, and execute both financial and non-financial investment transactions, while enabling seamless investment reporting and paperless processes.

Qualifications

• Graduation in any discipline.
• 3+ years in a service role with a wealth platform.
• Understanding of documents required for activation and quality service.

Responsibilities

• Ensure clients receive exceptional service while supporting the business's sales goals.
• Develop and implement client service strategies that increase sales and provide a positive client experience.
• Provide client services and support to Financial Advisors.
• Engage with HNIs/UHNIs and execute financial and non-financial investment transactions as needed.
• Learn advanced systems for investment reporting and tracking.
• Manage backend and operational requirements to keep the investment process smooth and paperless.
• Adhere to processes and provide inputs to enhance them further.
• Initiate client contact via phone/meetings to support Relationship Managers.

Skills

Client relationship management

Communication skills

Wealth management knowledge

Direct equity knowledge

PMS/AIF knowledge

Education

Graduation in any discipline

Tools

MS Office

Job description

We are looking for Service Relationship Manager for HNI and UHNI business.

Role & responsibilities

Ensure clients receive exceptional service while the business's sales goals are supported. They work to develop and implement client service strategies that will increase sales while providing a positive experience for all clients.

• Responsible for Client services as well as providing support to the Financial Advisors.
• Deal with HNIs & UHNIs and then execute their financial n nonfinancial investment transaction

Learn advance systems for investment reporting & tracking

• Seamless handling of the backend and operational requirements to keep the investment process hassle free and paperless
• Adhering to the processes and providing inputs to improvise it further

Initiating client contact via phone/meetings as needed to support RMs

Knowledge of the execution of mutual funds

• Knowledge of direct equity (demat transactions market, ledger transfers)
• PMS/AIF execution
• Good written/verbal communication skill
• Knowledge of BSE platform ( its a add on, not mandatory)Role & responsibilities

Preferred candidate profile

• Educational Qualifications: Graduation in any discipline
• Experience: 3+ Years in service role with wealth platform
• Domain Knowledge: Understanding of documents required for ac activation/ quality service

IT Skills: MS Office