An AI agent that applies to roles like this on employers' own sites. 25 applications free, no card needed.
Job Description
Job Title: Relationship Manager – Private Wealth Management
Company: Motilal Oswal Financial Services Ltd.
Locations: Bengaluru
About the Role
Motilal Oswal Financial Services is expanding its Private Wealth division! We are seeking high-performing Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand our Assets Under Management (AUM) footprint.
Key Responsibilities
- Portfolio Management & Growth: Onboard, nurture, and retain HNI & UHNI client relationships with customized, high-touch wealth solutions.
- AUM & Revenue Expansion: Drive AUM growth and consistently meet revenue targets through strategic multi-asset cross-selling.
- Comprehensive Advisory: Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.
Qualifications & Experience
- Background in Private Banking, Family Office, or Wealth Management.
- Demonstrated active network of HNI/UHNI clients or Family Offices.
- Strong product expertise across multi-asset wealth management instruments.
How to Apply
Interested candidates can share their updated CV via WhatsApp to +91 7796426971.
Skills
PmsFixed IncomePrivate Wealth ManagementSellingWealth 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.
About Company
Similar Jobs
View all
New Stock Market Trading Asset & Wealth Management roles in Bengaluru / Bangalore.
One email a day. Unsubscribe any time.
