Relationship Manager
Motilal Oswal Financial Services Ltd · Bengaluru, India
FULL TIME
Job Description
Relationship Manager – Wealth Management
Company: Motilal Oswal Financial Services
Location: Bengaluru
Employment Type: Full-time
Job Summary
We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth.
Key Responsibilities
- Acquire HNI/UHNI clients through referrals, networking, and business development.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
- Provide investment advisory based on clients' financial goals and market trends.
- Build long-term client relationships and ensure superior client service.
- Drive AUM growth and achieve business targets.
How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut:
Details
| Company | Motilal Oswal Financial Services Ltd |
| Location | Bengaluru, India |
| Type | FULL TIME |
| Niche | general |