Motilal Oswal Wealth Limited
Website:
motilaloswalpwm.com
Job details:
Company Description
Motilal Oswal Private Wealth (MOPW), part of the Motilal Oswal Group, is a trusted institution with over 37 years of expertise in knowledge-based investing. Established in 2007, MOPW serves Corporates, Institutions, High Net Worth, and Ultra High Net Worth Individuals. With a foundation in research, an open architecture approach, and a deep understanding of client needs, MOPW is dedicated to transforming ambitions into lasting legacies through personalized wealth solutions. The organization prides itself on delivering innovative strategies to unlock a world of infinite possibilities.
Role Description
The Service Relationship Manager - Private Wealth will be responsible for managing and enhancing relationships with high-net-worth clients, understanding their financial goals, and ensuring customer satisfaction. Day-to-day tasks include addressing client requests, resolving queries, providing tailored financial solutions, collaborating with teams to meet client-specific objectives, and maintaining a high standard of customer service. This is a full-time, on-site role based in Delhi.
Qualifications
- Expertise in Business Relationship Management and the ability to develop and maintain strong client relationships.
- Skills in ensuring Customer Satisfaction and in providing exceptional Customer Service.
- Strong Communication skills, including the ability to explain complex financial strategies clearly and effectively.
- Knowledge and understanding of Finance and financial products relevant to high-net-worth individuals.
- Proven ability to work independently, manage multiple clients, and deliver solutions aligned with client needs.
- Qualifications such as a bachelor's degree in finance, business administration, or a related field are preferred.
- Experience in private wealth management or financial services is a plus.
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