Relationship Officer (Bengaluru)

Relationship Officer (Bengaluru)

12 Oct
|
Motilal Oswal Financial Services
|
Bengaluru

12 Oct

Motilal Oswal Financial Services

Bengaluru

Job Title: Relationship Manager – Private Wealth Management

Company: Motilal Oswal Financial Services Ltd.

Locations: Bengaluru

About the Role

Motilal Oswal Financial Services is expanding its Private Wealth division! We are seeking high-performing Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand our Assets Under Management (AUM) footprint.

Key Responsibilities

- Portfolio Management & Growth: Onboard, nurture, and retain HNI & UHNI client relationships with customized, high-touch wealth solutions.
- AUM & Revenue Expansion: Drive AUM growth and consistently meet revenue targets through strategic multi-asset cross-selling.
- Comprehensive Advisory: Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.

Qualifications & Experience

- Background in Private Banking, Family Office, or Wealth Management.
- Demonstrated active network of HNI/UHNI clients or Family Offices.
- Robust product expertise across multi-asset wealth management instruments.

How to Apply

Interested candidates can share their updated CV via WhatsApp to +91 (phone hidden).

📌 Relationship Officer (Bengaluru)
🏢 Motilal Oswal Financial Services
📍 Bengaluru

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