Job Description
Company: Motilal Oswal Financial Services Ltd.
Job Title: Wealth Relationship Manager
Role Overview:
The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).
Key Responsibilities:
- Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
- Build and manage a strong portfolio of high-value clients.
- Maintain relationships and grow AUM by cross-selling financial products.
- Provide investment advisory services based on client risk profile and financial goals.
- Track and identify potential clients in the target segment for new business acquisition.
- Stay up...
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