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Relationship Manager @ Motilal Oswal

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 Relationship Manager

Job Description

ROLES & RESPONSIBILITIES: -


  • Client Onboarding & Portfolio Development
    Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio.
  • Asset Growth & Retention
    Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement.
  • Investment Advisory & Portfolio Management
    Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction.
  • Market Scouting & Client Acquisition
    Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-building strategies.
  • Market Research & Insights
    Analyze market trends and investment opportunities to ensure alignment with client needs and financial objectives.
  • Cross-functional Collaboration
    Partner with internal product and research teams (Centralized CFP team) to curate optimal investment strategies and solutions.
  • Business Development & Client Engagement
    Organize and participate in seminars, workshops, and other strategic initiatives aimed at client education and business growth.

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut : 7796426***


Job Classification

Industry: Financial Services (Broking)
Functional Area / Department: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Role: Trading, Asset & Wealth Management - Other
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Ballari

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Keyskills:   Equity Relationship Officer Relationship Manager Field Sales Relationship Mutual funds Manager Mutual Funds Broking Cross Selling Bfsi Sales Banking Sales Banking Products Relationship Client Service Manager Demat Casa Sales Insurance RM SIP Relationship Associate

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₹ .5-5 Lacs P.A

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Motilal Oswal

Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...