Senior Relationship Manager
9 hours ago
Company name: Motilal Oswal financial services limited
Profile: Relationship Manager
Location: Bangalore, Hyderabad, Chennai
Experience: 1 year to 10+ years
We’re Hiring | Relationship Manager – Affluent & Super Affluent Clients
Are you passionate about wealth management and building long-term client relationships? We are looking for an experienced Relationship Manager to manage and grow a high-value client portfolio.
Key Responsibilities:
• Bring in and manage your existing Affluent & Super Affluent client base while building a strong, sustainable client book
• Maintain deep client relationships and drive AUM growth from preferred clients
• Provide holistic investment advisory and manage clients’ overall financial portfolios
• Deepen wallet share through cross-selling and long-term financial planning
• Track the Affluent & Super Affluent segment for new client acquisition opportunities
• Research, analyze, and update clients on investment opportunities and market trends
• Coordinate with the Centralized CFP, Product & Research teams to deliver well-informed investment solutions
• Conduct and support seminars, workshops, and business development initiatives
What We’re Looking For:
✔ Strong experience in Wealth Management / Investment Advisory
✔ Proven ability to manage Affluent & Super Affluent clients
✔ Strong market knowledge and client-centric approach
✔ Excellent relationship-building and communication skills
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
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