Company : Motilal Oswal Financial Services Ltd.
Role : Relationship Manger
Role Overview
The 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 in...