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Job Description
Job Title: Relationship Manager (Direct Channel)
Company: Motilal Oswal Financial Services Ltd.
Department: Direct Channel / Open Market Sales
Job Summary
We are looking for a dynamic Relationship Manager to acquire and manage affluent clients, drive investment business, and grow Assets Under Management (AUM). The ideal candidate should have strong client acquisition skills and experience in wealth management or financial services.
Key Responsibilities
- Acquire affluent and HNI clients through open market sourcing and networking.
- Build and maintain long-term client relationships.
- Increase AUM by offering suitable investment solutions.
- Cross-sell financial products based on customer needs.
- Provide investment guidance aligned with client financial goals.
- Identify new business opportunities through market mapping.
- Coordinate with internal research and investment teams.
- Conduct client meetings, investor awareness programs, and business development activities.
- Ensure high client satisfaction and portfolio growth.
Products
- Mutual Funds
- SIP
- Demat Account
- PMS
- Insurance
- CASA
- Other Wealth Products
To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.
Lets Talk Contact Us Today:- HR Dhanashri - 9923656681
Skills
PmsAcquisitionSipWealth ManagementIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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