Job Description
Hiring: Relationship Manager
Motilal Oswal Financial Services Limited | Pune
Role: Manage Affluent & Super Affluent clients, drive wealth growth, and provide investment advisory services.
Key Responsibilities
✔ Acquire HNI/Affluent clients through networking and referrals
✔ Build and maintain long-term client relationships
✔ Grow AUM and increase wallet share
✔ Provide investment and portfolio management solutions
✔ Track markets and identify investment opportunities
✔ Collaborate with Product & Research (CFP Team)
✔ Conduct seminars and support business development initiatives
Required Skills
- Relationship Management
- Client Acquisition
- Financial Market Knowledge
- Communication & Presentation Skills
- Client Engagement & Trust Building
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