Live opening · Posted 2 days ago

Relationship Officer

Motilal Oswal · Bengaluru, Karnataka, India (On-site)

Linkedin No

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At a glance

The key details from the original listing.

Posted 2 days ago

CompanyMotilal Oswal

LocationBengaluru, Karnataka, India (On-site)

Work modeNo

Source

ListedPosted 2 days ago

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About the role

Description supplied by the original job listing.

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 +91 7796426971.

Work arrangement
No

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