Credicus Business Services Pvt Ltd
Website:
credicus.in
Job details:
Role: Relationship Manager
Company: Motilal Oswal Financial Services Limited
Location: Ahmedabad, Surat, Rajkot, Vadodra
Job Summary
Responsible for acquiring and managing Affluent & Super Affluent clients, delivering investment advisory, and driving AUM growth through new client acquisition and relationship deepening.
Key Responsibilities
- Acquire new Affluent/HNI clients and leverage existing networks
- Build and manage a strong client portfolio
- Drive AUM growth and increase wallet share
- Provide investment advisory and portfolio management
- Track market trends and identify new opportunities
- Collaborate with Product & Research (CFP Team)
- Conduct seminars and business development initiatives
Skills & Competencies
- Relationship management & client acquisition
- Financial markets & product knowledge
- Communication & presentation skills
- Trust-building and long-term engagement
- Result-driven mindset
Preferred Qualifications
- Experience in wealth management / banking / financial services
- Strong HNI client network
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Priyanka: 7875990932
Click on Apply to know more.