Relationship Officer
Relationship Officer
Motilal Oswal Fin Ser- Posted an hour ago
- Be among the first 10 applicants
Job Description
Job Title: Relationship Manager – Private Wealth Management
Company: Motilal Oswal Financial Services Ltd.
Locations: Bengaluru
About the Role
Motilal Oswal Financial Services is expanding its Private Wealth division! We are seeking high-performing Wealth Management professionals to drive client portfolio growth, manage HNI/UHNI relationships, and expand our Assets Under Management (AUM) footprint.
Key Responsibilities
- Portfolio Management & Growth: Onboard, nurture, and retain HNI & UHNI client relationships with customized, high-touch wealth solutions.
- AUM & Revenue Expansion: Drive AUM growth and consistently meet revenue targets through strategic multi-asset cross-selling.
- Comprehensive Advisory: Deliver 360° financial solutions across PMS, AIFs, Mutual Funds, Fixed Income/Bonds, Unlisted Shares, Structured Products, and Insurance.
Qualifications & Experience
- Background in Private Banking, Family Office, or Wealth Management.
- Demonstrated active network of HNI/UHNI clients or Family Offices.
- Strong product expertise across multi-asset wealth management instruments.
How to Apply
Interested candidates can share their updated CV via WhatsApp to +91 7796426971.
More Info
Key Skills
Multi-asset wealth management instruments
Bonds
AIFs
Unlisted Shares
About Company
Skills:
application services , Scrum, Agile, Cloud Infrastructure, Network Services, Project management methodologies, Risk management, Management reviews, Metrics dashboards, Data driven prioritization, Hybrid models, Tracking and reporting portfolio performance