Wealth Relationship Manager

Company: Motilal Oswal Financial Services Ltd.

Job Title: Relationship Manager

Role Overview

The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).

Key Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.

• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled: Mutual Funds, SIP, Demat, PMS, Insurance, CASA Experience can consider if have

Requirements

• Proven experience in wealth management, banking, or financial services.
• Strong client acquisition and relationship management skills.
• Experience handling affluent or high-net-worth individuals (HNI clients preferred).
• Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to generate leads and convert prospects into long-term clients.
• Market awareness and analytical ability to advise clients effectively.

Compensation & Benefits

• Salary hike as per current CTC and market standards
• Opportunity to manage high-value client portfolios
• Career growth in wealth and investment advisory

How to Apply:

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

HR Priyanka : 7875990932