Wealth Manager

Company Name : Motilal Oswal Financial Services

Role : Relationship Manager

Location: Mysuru

Key Responsibilities

* Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.

* Build and manage a strong portfolio of high-value clients.

* Maintain relationships and grow AUM by cross-selling financial products.

* Provide investment advisory services based on client risk profile and financial goals.

* Track and identify potential clients in the target segment for new business acquisition.

* Stay updated on financial markets, investment products, and industry trends.

* Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.

* Conduct and support seminars, workshops, and other business development initiatives.

* Deepen client engagement to increase wallet share and overall portfolio value.

Interested candidates can apply now. For interview scheduling and further details,

HR Siddhi: [phone removed]