Neetesh T.
Motilal Oswal financial services Pvt Ltd
- Role
- Relationship Manager at Motilal Oswal Financial Services Ltd
- Location
- Gurugram, HR, IN
- LinkedIn followers
- 500 followers
About Neetesh T.
Results-driven Wealth & Relationship Management Professional with 5+ years of experience in banking, corporate salary, and life insurance, specializing in client acquisition, portfolio growth, and long-term wealth creation. Strong expertise in managing affluent and HNI clients through consultative, need-based advisory and relationship-led sales.Experienced in working with leading institutions such as HDFC Bank, advising clients on investment, protection, and banking solutions while consistently achieving revenue and cross-sell targets. Adept at identifying client financial goals, structuring customized solutions, and deepening wallet share through trust-based relationships.Recognized for strong communication, ethical selling, and high service standards, with a proven ability to retain clients and generate repeat business through referrals. Passionate about delivering value-driven wealth solutions while ensuring compliance and superior client experience.Core Expertise:• Wealth & Relationship Management• HNI / Affluent Client Acquisition• Investment & Protection Solutions• Portfolio Growth & Retention• Cross-Selling & Revenue Optimization• Stakeholder & Client Advisory
Experience
Relationship Manager
Motilal Oswal Financial Services Ltd
May 2024 — Present · Delhi, IN
Responsibilty in Motilal Oswal financial services Identify and acquire new clients through leads, references, cold calls, or events.Conduct client profiling to understand investment needs and risk appetite.Sell various investment products such as:Equity (Stocks)Mutual FundsDerivatives (F&O)IPO, Bonds, NCDsPortfolio Management Services (PMS)Insurance (life/general)Achieve monthly and quarterly sales targets.Maintain and strengthen long-term relationships with clients.Provide regular market updates, investment suggestions, and portfolio reviews.Drive revenue through brokerage, commission, and fee-based income.Upsell and cross-sell premium services or products to increase wallet share.Guide clients with research-backed advice and Motilal Oswal reports.Help clients make informed investment decisions based on their goals.Resolve client queries regarding transactions, portfolios, or documentation.Ensure all regulatory guidelines (SEBI/Exchange) are followed in client dealings.Keep track of current financial markets, trends, and competitor offerings.Share relevant insights with clients to build credibility and trust.
Education
Amity University, Noida
Master of Business Administration - MBA, Business Administration and Management, General
Chatrapati Sahuji Maharaj Kanpur University, Kanpur
Bachelor of Science - BS, Computer Science
Harmony The School Of Music Creative Arts
Diploma In Music production Sound Designing Arts and recording
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