Wealth Manager

Job Title: Relationship Manger Company: Motilal Oswal Financial Services Limited Location : Ahmedabad Job Summary The Senior Relationship Officer will be responsible for acquiring and managing relationships with Affluent and Super Affluent clients. The role involves portfolio management, investment advisory, and driving growth in Assets Under Management (AUM) through new client acquisition and deepening existing relationships. Key Responsibilities Acquire clients from the Affluent and Super Affluent segment, including leveraging existing client relationships. Build, manage, and maintain a strong client portfolio to drive sustained AUM growth. Provide advisory services on investment opportunities and manage clients’ overall financial portfolios. Identify opportunities to enhance client engagement and increase wallet share. Monitor market trends and identify potential clients for new business acquisition. Conduct research and stay updated on financial products and market developments to recommend suitable investment solutions. Collaborate with internal Product and Research teams (Centralized CFP Team) for informed investment decisions.

Plan and execute seminars, workshops, and other business development initiatives to expand client base. Required Skills & Competencies Strong relationship management and client acquisition skills Sound knowledge of financial markets and investment products Excellent communication, presentation, and interpersonal skills Ability to build trust and maintain long-term client relationships Result-oriented with a focus on business growth *Preferred Qualifications* Prior experience in wealth management, banking, or financial services Existing network of Affluent / HNI clients Interested? To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Priyanka: 7875990932