Company Description Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company and the appointed Investment Manager to Motilal Oswal Mutual Fund, operating under an Investment Management Agreement with Motilal Oswal Trustee Company Ltd. Incorporated in 2008, MOAMC is headquartered at Motilal Oswal Tower in Prabhadevi, Mumbai. The company is registered with SEBI as a Portfolio Manager and manages mutual fund schemes, portfolio management services, and other investment-related activities. MOAMC may also provide management and advisory services to offshore funds, financial consultancy, and research services, subject to regulatory and trustee approvals. Its Board of Directors includes experienced professionals with diverse backgrounds, supporting strong governance and strategic leadership. Role Description The Relationship Manager role is a full-time on-site position based in Mumbai. The Relationship Manager is responsible for building and maintaining solid relationships with investors, distributors, and key partners, ensuring high levels of client satisfaction and retention. Day-to-day activities include engaging with clients to understand their investment needs, recommending suitable mutual fund and portfolio solutions, and providing regular portfolio updates. The role also involves coordinating with internal teams for seamless client servicing,



resolving queries, and supporting account onboarding and documentation. Additionally, the Relationship Manager is expected to contribute to business development through client referrals, market insights, and participation in investor meetings and events. Qualifications
• Strong client relationship management, stakeholder engagement, and customer service skills.
• Knowledge of mutual funds, portfolio management, and financial markets; ability to explain investment products clearly.
• Effective communication, presentation, and negotiation skills, with the ability to handle in-person and written interactions.
• Analytical and problem-solving abilities, including comfort with data, reports, and investment performance metrics.
• Ability to work collaboratively with sales, operations, and compliance teams, and manage multiple client accounts.
• Bachelor’s degree in finance, business, economics, or a related field; a relevant certification (e.g., NISM, CFP, CFA level) is an advantage.
• Prior experience in asset management, wealth management, or financial services relationship roles is highly beneficial.
• High level of integrity, attention to detail, and adherence to regulatory and compliance requirements.

📌 Relationship Manager (Mumbai)
🏢 Motilal Oswal Asset Management Company
📍 Mumbai