Senior Relationship Manager

Job Title: Relationship Manager – Private Wealth Management

Company Name: Motilal Oswal Financial Services Ltd.

Job Location: Mysuru

Role Category: Private Banking & Wealth Management

Job Description:

Motilal Oswal Financial Services Ltd. is seeking dynamic Relationship Managers for its Private Wealth division in Bengaluru. The successful candidate will manage end-to-end HNI/UHNI client portfolios and deliver high-touch wealth advisory solutions.

Key Responsibilities:

• Onboard and retain HNI/UHNI clients and Family Offices.
• Scale AUM and achieve revenue targets via multi-asset portfolio strategies.
• Advise on product lines: PMS, AIFs, Mutual Funds, Bonds, Structured Products, Unlisted Equities, and Insurance.

Key Skills Required:

• Wealth Management, HNI Relationship Management, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Banking.

Contact Information:

• WhatsApp CV: [phone removed]