Client Engagement Specialist

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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