Job Description
Relationship Manager | Motilal Oswal Financial Services Ltd.
Location: Lucknow, Kanpur, Agra
Purpose of the Role
Drive acquisition and management of Affluent/HNI clients, deliver investment solutions, and grow Assets Under Management (AUM) through effective relationship management.
What You'll Do
✔ Acquire new Affluent/HNI clients through market references and networking.
✔ Build, manage, and expand high-value client portfolios.
✔ Drive AUM growth through cross-selling of financial products.
✔ Offer investment recommendations aligned with client goals and risk profiles.
✔ Generate leads and identify new business opportunities.
✔ Monitor market trends and stay updated on investment products.
✔ Partner with Research and CFP teams for customized investment planning.
✔ Conduct client meetings, seminars, and engagement programs.
✔ Increase wallet share ...