Acquisition Manager

Company: Motilal Oswal Financial Services Ltd.

Location: Bangalore

About the Role

The Relationship Manager will be responsible for acquiring and managing Affluent and HNI (High Net Worth Individual) clients, delivering customized investment solutions, and driving Assets Under Management (AUM) growth through effective relationship management and financial advisory services.

Key Responsibilities

• Acquire Affluent and HNI clients through networking, referrals, and market sourcing.
• Build, manage, and expand client portfolios to drive AUM growth.
• Cross-sell wealth management and investment products to enhance wallet share.
• Provide investment recommendations aligned with clients' financial goals and risk profiles.
• Identify new business opportunities and generate quality leads.
• Stay updated on market developments, investment trends, and financ...