Acquisition Manager

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, ...