Walk-in | Relationship Manager | B2C | pune

Motilal Oswal Financial Services (MOFSL); Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) seeks a Relationship Manager to acquire HNI clients and manage their comprehensive wealth needs. The role involves driving TPP sales through branch teams and advisors, maintaining relationships, and deepening wallets with preferred clients.

The ideal candidate will advise affluent clients across asset classes, track market opportunities, and contribute to AUM growth while working collaboratively with sales teams. This is a full-time, on-site role in India.

Qualifications

• Experience in broking/private bank/wealth management environments.
• Handle clients with minimum investment of Rs 50 Lakhs and above.
• Experience advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• At least 2–3 years of stability in present and previous roles.

Responsibilities

• Acquire HNI clients and expand their wealth portfolios.
• Drive TPP sales through branch sales teams and advisors.
• Maintain client relationships and generate AUM from preferred clients.
• Advise affluent clients on investments and manage their overall financial portfolio.
• Track affluent client segments for new client acquisition opportunities.
• Research market trends to determine suitability of opportunities for client portfolios.

Skills

Relationship Mgmt

Wealth management

Team player

New client acquisition

Client advisory

Job description

Role & responsibilities

• The Relationship Manager will be Responsible for Acquiring HNI clients
• He/She would be responsible to drive the TPP sales through branch sales team and advisors.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition
• To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.

Preferred candidate profile

• Relationship Managers with prior experience working in a Broking/Private bank/wealth management set up.
• Handle and manage clients with a minimum Investment amount of Rs 50 Lakhs and above.
• Experience of advising clients across asset classes.
• Strong analytical skills and ability to work in teams.
• Candidates having good vintage in their present as well as previous companies (At least minimum tenure of 2-3 yrs of stability)