Relationship Manager
Relationship Manager
Motilal Oswal Fin Ser- Posted 13 hours ago
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Job Description
We are Hiring! | Motilal Oswal Financial Services Ltd.
Role: Relationship Manager – Private Wealth Management
Location: Bengaluru | Type: Full-Time
Motilal Oswal is expanding its Private Wealth division in Bengaluru! We are looking for high-performing Wealth Management professionals with a proven track record in advisory and HNI/UHNI portfolio management.
Key Responsibilities:
- Client Portfolio Growth: Onboard, manage, and retain HNI & UHNI relationships with tailored wealth solutions.
- AUM Expansion: Scale Assets Under Management (AUM) and hit revenue milestones through strategic cross-selling.
- 360° Financial Advisory: Provide comprehensive guidance across PMS, AIFs, Mutual Funds, Bonds, Unlisted Shares, Structured Products & Insurance.
What We Are Looking For:
- Proven experience in Private Banking, Family Office, or Wealth Management.
- Strong active client network in Bengaluru (HNI/UHNI/Family Offices).
- Deep product knowledge across multi-asset wealth management instruments.
Interested Send your updated CV to this number 7796426971
More Info
Key Skills
About Company
Skills:
Ms Office, NCDs, Mutual Funds, Bonds, trading platform, Demat accounts, Corporate FDs, PMS, Insurance, NISM Series VIII – Equity Derivatives certification, NSE BSE terminals, Mf, SIPs
Skills:
Equity Markets, NISM Series X-A, Mutual Funds, investment products, AMFI certification
Skills:
sebi regulations , Equity Derivatives, Mutual Funds, Bonds, Securities advisory, Capital market products, NISM certifications
Skills:
savings accounts , Insurance, Current Accounts, Credit Cards, Banking Products, Customer Relationship Management
Manager-Corporate Employee Solutions-CORPORATE EMPLOYEE SOLUTIONS-Relationship ManagerKotak Securities
Skills:
Regulatory Compliance, Insurance, Financial Products, Mutual Funds, third-party products