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Relationship Manager

Relationship Manager

Motilal Oswal Fin Ser
Fresher
Not Disclosed
  • Posted 9 hours ago
  • Be among the first 10 applicants

Job Description

We are Hiring! | Motilal Oswal Financial Services Ltd.

Role: Relationship Manager – Private Wealth Management

Location: Ahmedabad, Surat, Rajkot, Vadodara

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

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