Motilal Oswal Financial Services Ltd. – Relationship Manager
Department: Direct Channel / Open Market
Location : Mysuru
Experience: Wealth Management / Banking / Financial Services
Role: Acquire and manage affluent & HNI clients, grow AUM, and provide customized investment solutions.
Key Responsibilities:
Generate 80% self-sourced leads through open market/network.
Acquire and manage affluent/HNI clients.
Grow AUM through cross-selling and relationship management.
Advise clients on investments based on their goals and risk profile.
Coordinate with research/CFP teams and stay updated on markets.
Products: Mutual Funds, SIPs, Demat, PMS, Insurance, CASA.
Working Hours: 9:00 AM – 6:00 PM
Requirements: Solid communication, sales & client acquisition skills; knowledge of financial products; HNI/wealth management experience preferred.
Benefits: Salary hike based on current CTC/market standards + strong career growth in wealth management.