29 Aug
|
Motilal Oswal Financial Services
|
Chennai
29 Aug
Motilal Oswal Financial Services
Chennai
Relationship Manager – Wealth Management Company: Motilal Oswal Financial Services
Locations: Chennai
Employment: Full-time
We are looking for an experienced Relationship Manager to acquire and manage HNI/UHNI clients , provide personalized investment solutions, and drive AUM and revenue growth .
Key Responsibilities
Acquire HNI/UHNI clients through networking, referrals, and business development.
Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares & Insurance .
Understand client needs and recommend suitable investment solutions.
Build and maintain strong client relationships.
Achieve AUM, revenue, and business targets .
Candidate Profile
Experience in Wealth Management, Private Banking, or Financial Services .
Robust HNI/UHNI acquisition and relationship management skills.
Good knowledge of investment products and financial markets.
Excellent communication and business development abilities.
How to Apply
To schedule your interview, please share your updated CV via WhatsApp using the contact number below.
HRAvdhut: (phone hidden)
📌 Relationship Manager (Chennai)
🏢 Motilal Oswal Financial Services
📍 Chennai