Relationship Wealth Manager

Credicus Business Services; Kolkata District; On-site; INR 900,000 - 1,300,000; Full time

Benefits offered by this job

Salary hike

High-value portfolios

Career growth

Job summary

Motilal Oswal Financial Services Ltd. is seeking a Relationship Manager to acquire and manage affluent clients, driving investment business and delivering tailored financial solutions.

The role focuses on building lasting relationships and expanding AUM. The position involves growing high-value portfolios, offering investment advice aligned with client goals, and coordinating with product teams to support seminars and business development initiatives.

Qualifications

• Proven experience in wealth management or financial services.
• Strong client acquisition and relationship management skills.
• Experience handling affluent or HNI clients preferred.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to generate leads and convert prospects into long-term clients.

Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.
• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Skills

Wealth management

Client acquisition

Relationship management

Financial advisory

Job description

Company: Motilal Oswal Financial Services Ltd.

Job Title: Relationship Manager

Working Hours: 9:00 AM – 6:00 PM

HR Rutuja: 7083716590

Role Overview

• The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM)

Key Responsibilities

• Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
• Build and manage a strong portfolio of high-value clients.
• Maintain relationships and grow AUM by cross-selling financial products.
• Provide investment advisory services based on client risk profile and financial goals.
• Track and identify potential clients in the target segment for new business acquisition.
• Stay updated on financial markets, investment products, and industry trends.
• Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
• Conduct and support seminars, workshops, and other business development initiatives.
• Deepen client engagement to increase wallet share and overall portfolio value.

Products Handled

1. Mutual Funds
2. SIPs (Systematic Investment Plans)
3. Demat Accounts
4. PMS
5. Insurance
6. CASA Experience can consider if have

Requirements

• Proven experience in wealth management, banking, or financial services. Strong client acquisition and relationship management skills.
• Experience handling affluent or high-net-worth individuals (HNI clients preferred).
• Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to generate leads and convert prospects into long-term clients.
• Market awareness and analytical ability to advise clients effectively.

Compensation & Benefits

• Salary hike as per current CTC and market standards
• Opportunity to manage high-value client portfolios
• Career growth in wealth and investment advisoryRole & responsibilities

Interested candidates can apply now

For interview scheduling and further details,

Contact: HR Rutuja 7083716590