Relationship Manager

Role: Relationship Manager

Company: Motilal Oswal Financial Services Limited

Location: Ahmedabad, Surat, Rajkot, Vadodra

Job Summary

The Relationship Manager will be responsible for acquiring and managing Affluent and Super Affluent clients while delivering customized investment advisory solutions. The role focuses on enhancing Assets Under Management (AUM), strengthening client relationships, and driving business growth through strategic client acquisition and portfolio deepening.

Key Responsibilities

• Acquire new Affluent and HNI clients through market networking and existing references
• Develop, manage, and expand a strong client portfolio
• Drive AUM growth and enhance wallet share from existing clients
• Provide investment advisory and portfolio management support based on client financial goals
• Monitor market trends and identify new business and investment opportunities
• Coordinate with Product and Research teams (CFP Team) for customized financial solutions
• Conduct seminars, investor awareness programs, and business development activities

Skills & Competencies

• Strong relationship management and client acquisition skills
• Sound understanding of financial markets and investment products
• Excellent communication and presentation abilities
• Capability to build trust and maintain long-term client relationships
• Result-oriented and target-driven approach

To schedule your interview send your CV through WhatsApp (number mentioned below)

HR Sayali : 9158043197