Relationship Manager @Motilal Oswal

Credicus Business Services; Chennai District; On-site; INR 4,50,000 - 6,75,000; Full time

Job summary

A financial services firm in Chennai is looking for candidates to onboard affluent clients and manage investment portfolios. Responsibilities include developing client relationships, analyzing market trends, and strategizing for asset growth. The ideal candidate will engage with high-net-worth clients and participate in educational seminars. Strong communication skills and a passion for finance are essential.

Responsibilities

• Acquire and onboard existing Affluent and Super Affluent clients.
• Strengthen long-term client relationships and drive AUM growth.
• Provide tailored investment advice and manage financial portfolios.
• Identify potential high-net-worth clients through market analysis.
• Analyze market trends and investment opportunities.
• Collaborate with internal teams to curate investment strategies.
• Organize seminars and workshops for client education.

Job description

Roles & Responsibilities

• Client Onboarding & Portfolio Development - Acquire and onboard existing Affluent and Super Affluent clients, while actively building and maintaining a high-value client portfolio.
• Asset Growth & Retention - Strengthen long-term client relationships and drive Assets Under Management (AUM) growth through strategic financial engagement.
• Investment Advisory & Portfolio Management - Provide tailored investment advice and manage comprehensive financial portfolios, ensuring deeper wallet share and enhanced client satisfaction.
• Market Scouting & Client Acquisition - Identify potential clients in the high-net-worth segment through continuous market analysis and relationship-building strategies.
• Market Research & Insights - Analyze market trends and investment opportunities to ensure alignment with client needs and financial objectives.
• Cross-functional Collaboration - Partner with internal product and research teams (Centralized CFP team) to curate optimal investment strategies and solutions.
• Business Development & Client Engagement - Organize and participate in seminars, workshops, and other strategic initiatives aimed at client education and business growth.

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

HR Sayali: 9158043197