Job Description
Relationship Manager
Company:
Motilal Oswal Financial Services Ltd.
Location:
Bangalore
Role Summary:
Manage and acquire Affluent/HNI clients, provide investment solutions, and drive AUM growth through relationship management and portfolio advisory.
Key Responsibilities:
Acquire and manage Affluent/HNI clients.
Grow AUM through investment advisory and cross-selling.
Handle products including Mutual Funds, SIPs, Demat, PMS, Insurance, and CASA.
Generate leads and identify new business opportunities.
Conduct client meetings, seminars, and engagement activities.
Collaborate with research and financial planning teams.
Requirements:
Experience in Wealth Management, Banking, or Financial Services.
Strong client acquisition and relationship management skills.
Knowledge of Mutual Funds, Insurance, Equity, and Demat products.
Good communication, sales, and market awareness.
Benefits:
Competitive sala...
Company:
Motilal Oswal Financial Services Ltd.
Location:
Bangalore
Role Summary:
Manage and acquire Affluent/HNI clients, provide investment solutions, and drive AUM growth through relationship management and portfolio advisory.
Key Responsibilities:
Acquire and manage Affluent/HNI clients.
Grow AUM through investment advisory and cross-selling.
Handle products including Mutual Funds, SIPs, Demat, PMS, Insurance, and CASA.
Generate leads and identify new business opportunities.
Conduct client meetings, seminars, and engagement activities.
Collaborate with research and financial planning teams.
Requirements:
Experience in Wealth Management, Banking, or Financial Services.
Strong client acquisition and relationship management skills.
Knowledge of Mutual Funds, Insurance, Equity, and Demat products.
Good communication, sales, and market awareness.
Benefits:
Competitive sala...