Relationship Manager

Motilal Oswal Financial Services Ltd; Bengaluru; On-site; INR 400,000 - 700,000; Full time

Job summary

A reputable financial services company based in Bengaluru is seeking a Relationship Manager to engage with affluent clients, manage their portfolios, and enhance client relationships. Candidates should have over a year of experience in banking or investment sales and exhibit a positive, target-driven mindset. This position offers an opportunity to develop a robust client book while providing strategic investment advice. Interested applicants can schedule interviews via WhatsApp.

Qualifications

• 1+ years of experience in Banking or Investments products sales.
• Target-driven mindset with a positive attitude.

Responsibilities

• Responsible for bringing existing clients and building a strong client book.
• Maintain client relationships and generate AUM from preferred clients.
• Advise clients on their investments and manage their financial portfolio.
• Research and update clients on investment opportunities.
• Coordinate with product and research teams for client investment decisions.
• Assist in organizing seminars, workshops and other business development activities.

Skills

Client relationship management

Sales experience

Investment advice

Job description

What You’ll Do

• Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.

Qualifications

• 1+ years of experience in Banking or Investments products sales.
• Target-driven mindset with a positive attitude.

To schedule your interview, send your CV through WhatsApp (number mentioned below)