Relationship Officer

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

Job summary

Motilal Oswal Financial Services Ltd is expanding its Private Wealth division. They seek Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand the AUM footprint.

The role focuses on creating customized wealth solutions across PMS, AIFs, Mutual Funds, Fixed Income, and Insurance to deliver comprehensive advisement and sustained revenue growth.

Qualifications

• Experience in Private Banking or Wealth Management.
• Active network of HNI/UHNI clients or Family Offices.
• Strong product expertise across multi-asset wealth management instruments.

Responsibilities

• Onboard, nurture, and retain HNI/UHNI client relationships with high-touch wealth solutions.
• Drive AUM growth and revenue targets through strategic multi-asset cross-selling.
• Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.

Skills

Private Banking

HNI/UHNI network

Multi-asset products

Job description

Job Title: Relationship Manager – Private Wealth Management

About the Role

Motilal Oswal Financial Services is expanding its Private Wealth division! We are seeking high-performing Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand our Assets Under Management (AUM) footprint.

Key Responsibilities

• Portfolio Management & Growth: Onboard, nurture, and retain HNI & UHNI client relationships with customized, high-touch wealth solutions.
• AUM & Revenue Expansion: Drive AUM growth and consistently meet revenue targets through strategic multi-asset cross-selling.
• Comprehensive Advisory: Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.

Qualifications & Experience

• Background in Private Banking, Family Office, or Wealth Management.
• Demonstrated active network of HNI/UHNI clients or Family Offices.
• Strong product expertise across multi-asset wealth management instruments.