Relationship Manager

Relationship Manager | Motilal Oswal Financial Services Ltd.

Location: Lucknow, Kanpur, Agra

Purpose of the Role

Drive acquisition and management of Affluent/HNI clients, deliver investment solutions, and grow Assets Under Management (AUM) through effective relationship management.

What You'll Do

✔ Acquire new Affluent/HNI clients through market references and networking.

✔ Build, manage, and expand high-value client portfolios.

✔ Drive AUM growth through cross-selling of financial products.

✔ Offer investment recommendations aligned with client goals and risk profiles.

✔ Generate leads and identify new business opportunities.

✔ Monitor market trends and stay updated on investment products.

✔ Partner with Research and CFP teams for customized investment planning.

✔ Conduct client meetings, seminars, and engagement programs.

✔ Increase wallet share ...