Job Description
Company Name: Motilal Oswal Financial Services
Location: Bengaluru
Profile: Relationship Manager
About the Role
We are looking for a dynamic and performance-driven Wealth Manager to join a growing wealth management team. The role focuses on managing and expanding relationships with Affluent and High-Net-Worth Individual (HNI) clients while delivering tailored investment and financial advisory solutions.
Key Responsibilities
- Build and maintain strong relationships with Affluent and HNI clients
- Drive Assets Under Management (AUM) growth and increase wallet share
- Provide customized investment and wealth management solutions
- Acquire new clients through referrals, networking, and market mapping
- Monitor market trends and offer timely investment recommendations
- Collaborate with research, advisory, and product teams to deliver client-cent...
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