Affluent Client Relationship Lead

🏢Company: Motilal Oswal Financial Services Limited

💼Role: Relationship Manger

📍Location: Pune

🔑 What You’ll Do:

1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.

2.Maintaining client relationships and generate AUM from preferred clients.

3. Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients

4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition

5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.

6.To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients...

Ready to Apply?

Submit your application today and join our talented team at Motilal Oswal Financial Services Ltd.