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Senior Relationship Manager

Company

Motilal Oswal Financial Services Ltd

Location

karnataka, India

Type

Full-time

Relationship Manager – Wealth Management Company: Motilal Oswal Financial Services Ltd. Department: Direct Channel / Open Market Location: Bangalore Working Hours: 9:00 AM to 6:00 PM Job Summary Motilal Oswal Financial Services Ltd. is seeking dynamic and result-oriented Relationship Managers to acquire and manage Affluent and Super-Affluent clients. The role involves driving investment business, providing customized financial solutions, and building long-term client relationships to enhance Assets Under Management (AUM). Key Responsibilities Acquire new Affluent and Super-Affluent clients through open market sourcing and personal networking. Build, manage, and expand a portfolio of high-value clients. Increase AUM through effective relationship management and cross-selling of financial products. Provide investment advisory services based on client financial goals and risk appetite. Identify and generate new business opportunities within the target customer segment. Stay updated with m...

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