Relationship Manager
- Posted 4 days ago
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Job Description
We are Hiring: Relationship Manager – Private Wealth Management
Motilal Oswal Financial Services Ltd. is expanding its Private Wealth division in Bengaluru! We are seeking high-caliber wealth management professionals to drive portfolio strategies, manage
HNI/UHNI client relationships, and scale our regional AUM.
Key Responsibilities
- HNI / UHNI Relationship Management: Build, nurture, and retain deep client relationships through customized wealth advisory.
- AUM & Revenue Growth: Drive asset growth and hit revenue targets through structured, multi-asset portfolio strategies.
- Comprehensive Advisory: Provide solutions across PMS, AIFs, Mutual Funds, Fixed Income, Structured Products, Unlisted Equities, and Insurance.
Candidate Requirements
- Strong background in Private Banking, Family Offices, or Wealth Advisory.
- An active, established network of HNI/UHNI clients or Family Offices.
- Comprehensive product knowledge across traditional and alternative investment vehicles.
Fast-Track Application
Bypass the portal and share your CV directly via WhatsApp: 7796426971
More Info
Key Skills
About Company
Skills:
risk tolerance , investment horizon, client financial goals, investment strategies, relationship-building, proficiency in English and Hindi, Mutual Funds, Customer Orientation, Communication Skills, Financial Markets
Skills:
Customer Relationship, Relationship Management, Upselling and Cross Selling, NISM – VA – Mutual Fund Certifications, IRDAI – SP for Insurance Certifications
Skills:
Alternative Investment Funds (AIFs), Portfolio Management Services (PMS), Insurance, Equity
Manager-Corporate Employee Solutions_CORPORATE EMPLOYEE SOLUTIONS-Relationship Manager_BangaloreKotak Mahindra Bank Limited
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Skills:
Regulatory Compliance, Insurance, Financial Products, third-party products, Mutual Funds
Skills:
Treasury, Insurance, digital tools, Consumer Banking Products, Funds, myWealth, Equities