Relationship Manager

Hiring: Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services Ltd.

Position: Relationship Manager

Department: Direct Channel / Open Market

Working Hours: 9:00 AM – 6:00 PM

Role Overview:

We are looking for a Relationship Manager to acquire and manage Affluent and Super Affluent clients, grow AUM, and provide customized investment solutions.

Key Responsibilities:

Acquire new clients through open market and existing networks.

Build and manage a portfolio of high-value clients.

Grow AUM through relationship management and cross-selling.

Understand client financial goals and provide suitable investment solutions.

Generate leads and convert prospects into long-term clients.

Stay updated on financial markets and investment products.

Coordinate with internal product and research teams.

Participate in seminars, workshops, and business development activities.

Products Handled:

Mutual Funds

SIPs

Demat / Equity

PMS

Insurance

CASA experience can also be considered.

Candidate Profile:

Experience in Wealth Management, Banking, or Financial Services.

Strong client acquisition and relationship management skills.

HNI / Affluent client handling experience preferred.

Good knowledge of financial products.

Strong communication and negotiation skills.

Ability to generate business through self-sourcing.

Compensation:

Salary hike as per current CTC, experience, and market standards.

More details: (Call / WhatsApp)

HR Siddhi - [phone removed]