Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Role: Relationship Manager
Company: Motilal Oswal Financial Services Limited
Location: Pune
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 Sayali : 9158043197
Click on Apply to know more.