Relationship Manager- Wealth | Motilal Oswal | Pune

Roles and Responsibilities

• Manage relationships with High Net Worth Individuals (HNIs) to acquire new clients and expand existing ones.
  
• Provide personalized wealth management solutions, including portfolio management, investment advisory, and cross-selling of products like Demat, FD, Mutual Funds, Insurance, etc.
  
• Identify opportunities for upselling and cross,-selling relevant financial products to increase revenue growth.
  
• Collaborate with internal teams to resolve customer queries and issues efficiently.
  
• Develop strong understanding of client needs and preferences to deliver tailored services that meet their expectations.