Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services Ltd.

Department: Direct Channel / Open Market

Location: Bangalore

Working Hours: 9:00 AM to 6:00 PM

Job Summary

Motilal Oswal Financial Services Ltd. is seeking dynamic and result-oriented Relationship Managers to acquire and manage Affluent and Super-Affluent clients. The role involves driving investment business, providing customized financial solutions, and building long-term client relationships to enhance Assets Under Management (AUM).

Key Responsibilities

• Acquire new Affluent and Super-Affluent clients through open market sourcing and personal networking.
• Build, manage, and expand a portfolio of high-value clients.
• Increase AUM through effective relationship management and cross-selling of financial products.
• Provide investment advisory services based on c...