Sourav Das
Relationship Manager @Motilal Oswal Financial Services Ltd
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WORK HISTORY
Relationship Manager @Motilal Oswal Financial Services Ltd
Kolkata, IN
Key Responsibilities: • Providing equity and investment advisory to retail and HNI clients • Monitoring market trends and executing trades based on client strategy • Acquiring new clients through leads, referrals, and cold calling • Conducting portfolio reviews and suggesting asset reallocation • Cross-selling financial products including insurance, SIPs, and PMS • Ensuring compliance with SEBI regulations and internal risk policiesI take pride in contributing to the wealth creation journey of clients through disciplined research-based investing and exceptional service.
ABOUT SOURAV DAS
Relationship Manager
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