Company : Motilal Oswal Financial Services Ltd.

Working Hours: 9:00 AM – 6:00 PM

Role : Relationship Manger

Role Overview

The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).

Key Responsibilities

Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.

Build and manage a strong portfolio of high-value clients.

Maintain relationships and grow AUM by cross-selling financial products.

Provide investment advisory services based on client risk profile and financial goals.

Track and identify potential clients in the target segment for new business acquisition.

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