Company: Motilal Oswal Financial Services Ltd.

Job Title: Relationship Manager

Working Hours: 9:00 AM 6:00 PM

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 updated on financial markets, investment products, and industry trends.
- Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
- Conduct and support seminars, workshops, and other business development initiatives.




- Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled:

1. Mutual Funds
2. SIPs (Systematic Investment Plans)
3. Demat Accounts
4. PMS
5. Insurance
6. CASA Experience can consider if have

Requirements:

- Proven experience in wealth management, banking, or financial services. Solid client acquisition and relationship management skills.
- Experience handling affluent or high-net-worth individuals (HNI clients preferred).
- Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to generate leads and convert prospects into long-term clients.
- Market awareness and analytical ability to advise clients effectively.

Compensation & Benefits:

- Salary hike as per current CTC and market standards
- Opportunity to manage high-value client portfolios
- Career growth in wealth and investment advisoryRole & responsibilities

Interested candidates can apply now

For interview scheduling and further details,

Contact: HR Avdhut:(phone hidden)

📌 Relationship Wealth Manager (Bengaluru)
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📍 Bengaluru