Relationship Manager

Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services

Location: Bengaluru

Position Overview

Motilal Oswal Financial Services Ltd. invites applications from motivated and client-focused professionals for the position of Relationship Manager – Wealth Management. The selected candidate will be responsible for acquiring, managing, and expanding relationships with affluent and high-net-worth individuals while delivering tailored investment and wealth management solutions.

This role offers an excellent opportunity to work with a leading financial services organization and contribute to the financial growth and wealth creation objectives of clients.

Key Responsibilities

Client Acquisition & Relationship Management

• Acquire and onboard Affluent, HNI, and UHNI clients through market sourcing, professional networks, and referral channels.
• Develop and maintain long-term relationships with clients by understanding their financial goals and investment requirements.
• Build, manage, and expand a high-value client portfolio.
• Enhance client engagement and increase wallet share through proactive relationship management.
  

Business Development

• Drive Assets Under Management (AUM) growth through effective investment advisory and portfolio development.
• Identify and capitalize on new business opportunities within the target customer segment.
• Organize and participate in client engagement programs, investor awareness sessions, seminars, and networking events.

Investment Advisory & Product Solutions

• Assess clients financial objectives and recommend suitable investment strategies and products.
• Provide advisory support across a broad range of wealth management solutions, including:
• Collaborate closely with Product, Research, and Certified Financial Planner (CFP) teams to deliver informed investment recommendations.
• Stay updated on market developments, economic trends, and investment opportunities.

Desired Candidate Profile

• Bachelors degree in Finance, Commerce, Business Administration, or a related discipline.
• Relevant experience in Wealth Management, Banking, Broking, Financial Services, or Investment Advisory.
• Demonstrated ability in client acquisition and relationship management.
• Experience handling Affluent, HNI, or UHNI clients will be an added advantage.
• Strong knowledge of Mutual Funds, Insurance, PMS, Equity Markets, and Demat products.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Proven ability to generate leads, build client trust, and convert prospects into long-term relationships.
• Strong understanding of financial markets and investment products.

Candidates with a strong CASA acquisition background and a proven track record in client acquisition may also be considered.

Why Join Motilal Oswal Financial Services Ltd.

• Opportunity to work with one of Indias leading financial services organizations.
• Exposure to affluent and high-net-worth client portfolios.
• Access to dedicated Product, Research, and CFP support teams.
• Competitive compensation and performance-linked incentives.
• Structured career progression and growth opportunities within Wealth Management and Investment Advisory.

How to Apply:

To schedule your interview, call or send your CV via WhatsApp to

HR Siddhi : 7030023416