Relationship Manager @Motilal Oswal
Internshala
About the job
Company : Motilal Oswal Financial Services Ltd.Role : Relationship MangerLocation: Lucknow, Agra, Kanpur 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 ResponsibilitiesAcquire 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. Products HandledMutual FundsSIPs (Systematic Investment Plans)Demat AccountsPMSInsuranceCASA (Current Account & Savings Account) 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 move forward with your application, please call us or share your CV on WhatsApp using the contact number below.Lets Talk Contact Us Today:- HR Dhanashri - 9923656681
Who can apply
Only those candidates can apply who
- have minimum 3 years of experience
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
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