BENGALURU · FULLTIME
Relationship Officer
Motilal Oswal Financial Services
Bengaluru · onsite · Posted 5d ago
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Section · 01
About this role
Job Title: Relationship Manager – Private Wealth Management
Company: Motilal Oswal Financial Services Ltd.
Locations: Bengaluru
About the Role
Motilal Oswal Financial Services is expanding its Private Wealth division! We are seeking high-performing Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand our Assets Under Management (AUM) footprint.
Key Responsibilities
- Portfolio Management & Growth: Onboard, nurture, and retain HNI & UHNI client relationships with customized, high-touch wealth solutions.
- AUM & Revenue Expansion: Drive AUM growth and consistently meet revenue targets through strategic multi-asset cross-selling.
- Comprehensive Advisory: Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.
Qualifications & Experience
- Background in Private Banking, Family Office, or Wealth Management.
- Demonstrated active network of HNI/UHNI clients or Family Offices.
- Strong product expertise across multi-asset wealth management instruments.
How to Apply
Interested candidates can share their updated CV via WhatsApp to [phone removed].
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Section · 02
Skills
Section · Company
About Motilal Oswal Financial Services
Motilal Oswal Financial Services
Financial Services
13k+
employees
1987
39 years old
Mumbai, Maharashtra
India
₹4.7L PA avg
Avg at Motilal Oswal Financial Services
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