Relationship Manager

Motilal Oswal Financial Services Ltd; Bengaluru; On-site; INR 900,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services Ltd is seeking a Senior Talent Acquisition Professional with expertise in full-cycle recruitment, employer branding and workforce planning. The role requires a minimum of 1 year of experience.

The incumbent will focus on building a strong client book, maintaining relationships, and advising affluent clients on investments as part of a broader talent strategy. The ideal candidate will coordinate with cross-functional teams to support recruitment, attend seminars

Qualifications

• Minimum 1 year experience is required.

Responsibilities

• Responsible for bringing existing clients and building a strong client book.
• Maintain client relationships and generate AUM from preferred clients.
• Advise clients on investments and manage their financial portfolios.
• Track affluent client segment for new acquisition.
• Research investment opportunities and market trends for clients.
• Coordinate with product and research teams for investment decisions.
• Organize seminars and workshops for business development.

Skills

Full-cycle recruitment

Employer branding

Workforce planning

Talent acquisition

Job description

Senior Talent Acquisition Professional | Expert in Full-Cycle Recruitment | Employer Branding | Workforce Planning

Minimum 1 year experience is required

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

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

HR Avdhut: 7796426971