Relationship Manager

Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services

Location: Bengaluru

Employment Type: Full-time

Job Summary

We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth.

Key Responsibilities

• Acquire HNI/UHNI clients through referrals, networking, and business development.
• Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
• Provide investment advisory based on clients' financial goals and market trends.
• Build long-term client relationships and ensure superior client service.
• Drive AUM growth and achieve business targets.

How to Apply

To schedule your interview, please share your updated CV via WhatsApp using the contact number below.

HRAvdhut: 7796426971