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