Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Relationship Manager – Wealth Management
Company: Motilal Oswal Financial Services
Location: Bengaluru
Key Responsibilities
- Build and maintain strong relationships with Affluent and HNI clients.
- Increase Assets Under Management (AUM) and enhance client wallet share.
- Understand clients' financial goals and recommend suitable investment and wealth management solutions.
- Acquire new clients through referrals, networking, and market research.
- Monitor financial markets and provide timely investment recommendations.
- Work closely with Research, Advisory, and Product teams to offer customized financial solutions.
- Ensure high levels of client satisfaction, retention, and service quality.
- Adhere to all regulatory, compliance, and organizational policies.
Required Qualifications & Skills
- Experience in Wealth Management, Private Banking, Financial Services, or Investment Advisory.
- Strong understanding of financial markets, investment products, and portfolio management.
- Existing network of Affluent/HNI clients is highly preferred.
📩 How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut: 7796426971
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