Relationship Manager
- Posted 2 months ago
- Be among the first 10 applicants
Job Description
Company: Motilal Oswal Financial Services Limited
Location: Bengaluru
Profile: Relationship Manager
Job Summary
The Relationship Manager will be responsible for managing and expanding relationships with Affluent and High Net Worth (HNI) clients. The role involves driving Assets Under Management (AUM) growth, delivering tailored investment advisory solutions, and enhancing overall client engagement.
Key Responsibilities
- Manage and grow a portfolio of Affluent and HNI clients
- Drive AUM growth and maximize client wallet share
- Provide personalized investment advisory and portfolio management services
- Identify and acquire new clients through market mapping and networking initiatives
- Monitor market trends and recommend relevant investment strategies
- Collaborate with internal research and product teams to enhance client solutions
- Organize and lead client engagement programs, seminars, and knowledge sessions
Candidate Requirements
- Proven experience in wealth management, banking, or financial services
- Strong understanding of financial markets and investment products
- Existing network within the Affluent/HNI client segment preferred
- Excellent communication, presentation, and relationship management skills
Interested
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut - 7796426971
More Info
Key Skills
About Company
Skills:
application services , Network Services, Cloud Infrastructure, Agile, Scrum, Hybrid models, Tracking and reporting portfolio performance, Metrics dashboards, Data driven prioritization, Risk management, Project management methodologies, Management reviews
Skills:
Financial Analysis, Client Management, Sales Strategies, Risk Assessment, Product Knowledge, Market Research, Regulatory Compliance, Negotiation Skills, Portfolio Management, Relationship Building
Skills:
Relationship Management, Wealth Management, Regulatory Compliance, Client Engagement
Skills:
Wealth Management, asset allocation, Investment Advisory