Relationship manager

Position: Relationship Manager
Company: Motilal Oswal Financial Services Limited
Location: Bengaluru
Primary Responsibilities
- Build, manage, and grow a portfolio of Affluent and HNI clients
- Achieve AUM growth objectives and increase overall wallet share
- Deliver personalized investment advisory and portfolio management services
- Identify new business opportunities through structured market mapping
- Monitor market trends and recommend relevant investment strategies
- Work closely with internal research and product teams to enhance client offerings
- Lead client engagement initiatives such as seminars and knowledge sessions
Candidate Profile
- Proven experience in wealth management, banking, or financial services
- Strong existing network within the Affluent/HNI client segment is preferred
- Sound knowledge of investment products and financial markets
- Strong communication, presentation, and relationship management skills
Interested...

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