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Job Description
Job Title: Relationship Manager – Wealth Management
Company: Motilal Oswal Financial Services Ltd.
Job Summary:
We are hiring Relationship Managers to acquire affluent/HNI clients, build long-term relationships, and drive investment business through wealth management solutions.
Key Responsibilities:
- Acquire new clients through open market and self-sourcing.
- Manage and grow client portfolios (AUM).
- Cross-sell Mutual Funds, SIPs, Demat, PMS, Insurance, and CASA.
- Provide investment solutions based on client needs.
- Achieve monthly business targets.
Requirements:
- Graduate with experience in Wealth Management, Banking, Broking, or Financial Services.
- Strong client acquisition and relationship management skills.
- Good knowledge of investment products and financial markets.
- Excellent communication and sales skills.
Interested candidates can apply now. For interview scheduling and further details,
Contact: HR Dhanashri -9923656681
Skills
SalesClient AcquisitionAcquisitionInvestment ProductsManagement SkillsWealthWealth 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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