Relationship Manager

Motilal Oswal Financial Services Ltd; Delhi; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Motilal Oswal Financial Services Ltd is seeking a Relationship Manager – Wealth Management to expand our HNI/UHNI client base in Delhi, Gurugram, and Jaipur.

You will acquire clients, manage portfolios across mutual funds, PMS, AIFs, bonds, unlisted shares, and insurance, and provide tailored investment guidance to drive AUM growth.

Qualifications

• Experience in wealth management or financial advisory.
• Proven track record with HNI/UHNI clients preferred.
• Strong communication and networking abilities.

Responsibilities

• Acquire HNI/UHNI clients through referrals and networking.
• Manage client portfolios across MF, PMS, AIFs, Bonds, and insurance.
• Provide investment advisory aligned with client goals and market trends.
• Build long-term relationships and deliver superior service.
• Drive AUM growth and achieve business targets.

Skills

Relationship management

Client acquisition

Investment advisory

Portfolio management

Job description

Relationship Manager – Wealth Management

Location: Delhi,Gurugram,Jaipur

Employment Type: Full-time

Job Summary

We are looking for an experienced Wealth Manager to acquire and manage HNI/UHNI clients by providing tailored investment solutions and driving Assets Under Management (AUM) growth.

Key Responsibilities

• Acquire HNI/UHNI clients through referrals, networking, and business development.
• Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
• Provide investment advisory based on clients' financial goals and market trends.
• Build long-term client relationships and ensure superior client service.
• Drive AUM growth and achieve business targets.