Relationship Wealth Manager

Company: Motilal Oswal financial services limited

Role: Relationship Manager

Location: Bengaluru

Job Profile: Relationship Manager – Affluent & Super Affluent Segment

The Relationship Manager will be responsible for managing and growing a portfolio of Affluent and Super Affluent clients through advisory-led wealth solutions.

• Onboard and manage an existing base of Affluent & Super Affluent clients while building a strong, scalable client book

• Deepen client relationships and drive AUM growth through customized investment and wealth management solutions

• Provide end-to-end investment advisory, including portfolio reviews and asset allocation aligned with client goals

• Identify and engage new Affluent & Super Affluent prospects to support client acquisition initiatives

• Track market trends and investment opportunities, delivering timely insights relevant to client portfolios

• Collaborate with product, research, and centralized CFP teams to deliver informed investment strategies

• Support business development activities such as seminars, workshops, and investor engagement programs

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

Avdhut: 7796426971