Senior Relationship Manager

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

Job summary

Motilal Oswal Financial Services Ltd in Mysuru is seeking a Relationship Manager for its Private Wealth division. You will manage end-to-end HNI/UHNI client portfolios, deliver high-touch wealth advisory solutions, and drive AUM growth with multi-asset strategies.

The role involves onboarding HNI clients, advising on PMS, AIFs, mutual funds, bonds, structured products, and insurance, and collaborating with private banking teams to meet revenue targets while maintaining exemplary client service.

Qualifications

• Experience in wealth management and advising high-net-worth clients.
• Strong relationship management and client onboarding skills.
• Familiarity with PMS, AIF, mutual funds, bonds and private banking products.

Responsibilities

• Onboard and retain HNI/UHNI clients and Family Offices.
• Scale AUM and achieve revenue targets via multi-asset strategies.
• Advise on product lines: PMS, AIFs, mutual funds, bonds, structured products, unlisted equities, and insurance.

Skills

Wealth Management

HNI Relationship Management

PMS

AIF

Private Banking

Job description

Job Title: Relationship Manager – Private Wealth Management

Company Name: Motilal Oswal Financial Services Ltd.

Job Location: Mysuru

Role Category: Private Banking & Wealth Management

Job Description:

Motilal Oswal Financial Services Ltd. is seeking dynamic Relationship Managers for its Private Wealth division in Bengaluru. The successful candidate will manage end-to-end HNI/UHNI client portfolios and deliver high-touch wealth advisory solutions.

Key Responsibilities:

• Onboard and retain HNI/UHNI clients and Family Offices.
• Scale AUM and achieve revenue targets via multi-asset portfolio strategies.
• Advise on product lines: PMS, AIFs, Mutual Funds, Bonds, Structured Products, Unlisted Equities, and Insurance.

Key Skills Required:

• Wealth Management, HNI Relationship Management, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Private Banking.

Contact Information:

• WhatsApp CV: 7796426971