Job Title: Relationship Manager Company : Motilal Oswal Financial Services Ltd. 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: * Mutual Funds * SIPs (Systematic Investment Plans) * Demat Accounts * PMS * Insurance * CASA (Current Account & Savings Account) Requirement: * Proven experience in wealth management, banking, or financial services. * Strong client acquisition and relationship management skills. * Experience handling affluent or high-net-worth individuals (HNI clients preferred). * Positive 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. Interested candidates can apply now. (Call /WhatsApp) Contact us: HR Dhanashri-

📌 Relationship Manager (Maharashtra)
🏢 Motilal Oswal Financial Services
📍 Maharashtra