Relationship Manager @Motilal Oswal
Internshala
About the job
Company: Motilal Oswal Financial Services Ltd.Job Title: Relationship ManagerLocation: Ahmedabad, Surat, Rajkot, Vadodara Role OverviewThe Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).
Key Responsibilities
- Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
- Build and manage a strong portfolio of high-value clients.
- Maintain relationships and grow AUM by cross-selling financial products.
- Provide investment advisory services based on client risk profile and financial goals.
- Track and identify potential clients in the target segment for new business acquisition.
- Stay updated on financial markets, investment products, and industry trends.
- Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
- Conduct and support seminars, workshops, and other business development initiatives.
- Deepen client engagement to increase wallet share and overall portfolio value.
RequirementsProven experience in wealth management, banking, or financial services.Strong client acquisition and relationship management skills.Experience handling affluent or high-net-worth individuals (HNI clients preferred).Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.Excellent communication, negotiation, and interpersonal skills.Ability to generate leads and convert prospects into long-term clients.Market awareness and analytical ability to advise clients effectively. To schedule your interview Call or send your CV through WhatsApp (number mentioned below)HR Priyanka : 7875990932
Who can apply
Only those candidates can apply who
- have minimum 2 years of experience
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Don't want to miss the next one?
Subscribe to daily email alerts for roles matching your interests.