Priyanshu Desai
Relationship Manager @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Relationship Manager @Motilal Oswal Financial Services Ltd
Maharashtra, IN
A Relationship Manager in a finance company is responsible for managing and nurturing relationships with clients, ensuring their financial needs are met, and providing personalized financial advice and services. They act as a liaison between the company and clients, handling inquiries, addressing concerns, and offering solutions to enhance client satisfaction and retention. The role typically involves identifying business opportunities, cross-selling financial products, managing portfolios, and working with various departments to ensure seamless service delivery. Relationship Managers in finance are crucial for maintaining long-term client trust and loyalty while driving business growth.
EDUCATION
Kes Shroff college
Hsc , Commerce
Kandivali education society
Bachelor of financial markets
ABOUT PRIYANSHU DESAI
Hi, My Name is Priyanshu Desai, I have completed my graduation in the year (2023) in Bachelor Of Financial Markets and after my graduation I have attempted for CA inter examination (may 24) through Direct Entry Route. My keen interest have always been in accounting, taxation and in finance and I have a great knowledge in accounting, taxation and in capital market.
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