Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Relationship Manager – Wealth Management
Company: Motilal Oswal Financial Services
Locations: Bengaluru
Employment: Full-time
We are looking for an experienced Relationship Manager to acquire and manage HNI/UHNI clients, provide personalized investment solutions, and drive AUM and revenue growth.
Key Responsibilities
- Acquire HNI/UHNI clients through networking, referrals, and business development.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares & Insurance.
- Understand client needs and recommend suitable investment solutions.
- Build and maintain strong client relationships.
- Achieve AUM, revenue, and business targets.
Candidate Profile
- Experience in Wealth Management, Private Banking, or Financial Services.
- Strong HNI/UHNI acquisition and relationship management skills.
- Good knowledge of investment products and financial markets.
- Excellent communication and business development abilities.
📩 How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut: 7796426971
Click on Apply to know more.
