Senior Relationship Manager

9 hours ago


Bengaluru Karnataka India, Karnataka Motilal Oswal Financial Services Ltd Full time

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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