Senior Relationship Manager

Motilal Oswal Financial Services Ltd; Bengaluru; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Motilal Oswal Financial Services Ltd seeks a Relationship Manager in Wealth Management to acquire and manage HNI/UHNI clients and drive AUM and revenue growth. The role focuses on understanding client needs and offering personalized investment solutions, building lasting client relationships, and meeting business targets.

The ideal candidate has experience in wealth management, private banking, or financial services, with strong business development and communication skills to expand client base

Qualifications

• Experience in Wealth Management, Private Banking, or Financial Services.

Responsibilities

• Acquire HNI/UHNI clients through networking, referrals, and business development.
• Understand client needs and recommend suitable investment solutions.
• Build and maintain strong client relationships.
• Achieve AUM, revenue, and business targets.

Skills

Wealth Management

Private Banking

Financial Services

Job description

Relationship Manager – Wealth Management

Employment: Full-time

We are looking for an experienced Relationship Manager to acquire and manage HNI/UHNI clients, provide personalized investment solutions, and drive AUM and revenue growth.

Key Responsibilities

• Acquire HNI/UHNI clients through networking, referrals, and business development.
• Understand client needs and recommend suitable investment solutions.
• Build and maintain strong client relationships.
• Achieve AUM, revenue, and business targets.

Candidate Profile

• Experience in Wealth Management, Private Banking, or Financial Services.
• Strong HNI/UHNI acquisition and relationship management skills.
• Good knowledge of investment products and financial markets.
• Excellent communication and business development abilities.