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 - 7030023416

Work arrangement
No