Relationship Manager

We are Hiring! | Motilal Oswal Financial Services Ltd.

Role: Relationship Manager – Private Wealth Management

Location: Ahmedabad, Surat, Rajkot, Vadodara

Motilal Oswal is expanding its Private Wealth division in Bengaluru! We are looking for high-performing Wealth Management professionals with a proven track record in advisory and HNI/UHNI portfolio management.

Key Responsibilities:

• Client Portfolio Growth: Onboard, manage, and retain HNI & UHNI relationships with tailored wealth solutions.
• AUM Expansion: Scale Assets Under Management (AUM) and hit revenue milestones through strategic cross-selling.
• 360° Financial Advisory: Provide comprehensive guidance across PMS, AIFs, Mutual Funds, Bonds, Unlisted Shares, Structured Products & Insurance.

What We Are Looking For:

• Proven experience in Private Banking, Family Office, or Wealth Management.
• Strong active client network in Bengaluru (HNI/UHNI/Family Offices).
• Deep product knowledge across multi-asset wealth management instruments.

Interested Send your updated CV to this number [phone removed]