Wealth Manager

Motilal Oswal Financial Services Ltd; Mysuru; On-site; INR 450,000 - 700,000; Full time

Job summary

Motilal Oswal Financial Services is seeking a Relationship Manager in Mysuru to acquire affluent clients, build a high-value portfolio, and grow AUM through cross-selling and advisory services.

You will engage clients, stay updated on market trends, and coordinate with product and research teams to support informed investment decisions while conducting seminars and business development activities.

Qualifications

• Experience in client acquisition and relationship management.
• Ability to build and manage a high-value client portfolio.
• Strong cross-selling and advisory capabilities.

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.

Job description

Company Name : Motilal Oswal Financial Services

Role : Relationship Manager

Location: Mysuru

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.