Opportunity Description
Relationship Manager
Company: Motilal Oswal Financial Services Limited
Location: Bengaluru
About the Role
We are seeking a dynamic and client-focused Relationship Manager to manage and grow relationships with Affluent and HNI clients. The role involves delivering strategic wealth management solutions and driving AUM growth.
Key Responsibilities
- Manage and strengthen relationships with Affluent & HNI clients
- Drive AUM growth and increase client wallet share
- Provide tailored investment advisory and portfolio solutions
- Acquire new clients through networking and referrals
- Analyze market trends and recommend investment strategies
- Coordinate internally for seamless client servicing
- Ensure high client engagement and retention standards
Candidate Profile
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