Credicus Business Services Pvt Ltd
Website:
credicus.in
Job details:
Position: Relationship Manager
Company: Motilal Oswal Financial Services Limited
Location: Bengaluru
Overview
The role involves managing and expanding relationships with Affluent and Super Affluent clients, with a focus on driving AUM growth and delivering tailored investment advisory solutions.
Primary Responsibilities
- Build, manage, and grow a portfolio of Affluent and HNI clients
- Achieve AUM growth objectives and increase overall wallet share
- Deliver personalized investment advisory and portfolio management services
- Identify new business opportunities through structured market mapping
- Monitor market trends and recommend relevant investment strategies
- Work closely with internal research and product teams to enhance client offerings
- Lead client engagement initiatives such as seminars and knowledge sessions
Candidate Profile
- Proven experience in wealth management, banking, or financial services
- Strong existing network within the Affluent/HNI client segment is preferred
- Sound knowledge of investment products and financial markets
- Strong communication, presentation, and relationship management skills
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut - 7796426971
Click on Apply to know more.