Job Title: Relationship Manager (RM)

Roles & Responsibilities:

Bring and manage an existing portfolio of Affluent & Super Affluent clients.

Acquire new clients through networking and open market sourcing.

Build long-term relationships and grow AUM.

Advise clients on investment products based on their financial goals.

Cross-sell wealth products including Mutual Funds, PMS, AIF, Insurance, SIPs, Bonds, and Demat Accounts.

Coordinate with the Research & CFP team for investment recommendations.

Conduct client meetings and business development activities.

Achieve assigned revenue and AUM targets.

Preferred candidate profile

Graduate with 1 years of experience in Wealth Management, Broking, Banking, or Financial Services.

Solid knowledge of investment products and relationship management.

Excellent communication and client acquisition skills.Role & responsibilities

To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

HR Vaishnavi- (phone hidden)

📌 Relationship Officer @Motilal Oswal (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad