Wealth Manager @Motilal Oswal

Hiring: Relationship Manager

Motilal Oswal Financial Services Limited | Pune

Role Overview

Looking for dynamic professionals with strong relationship-building and client acquisition skills to manage Affluent & Super Affluent clients while driving wealth growth and investment advisory services.

What You’ll Do

✔ Acquire new HNI/Affluent clients through networking and references

✔ Build and manage long-term client relationships

✔ Increase AUM and maximize wallet share

✔ Offer investment advisory and portfolio management solutions

✔ Track financial markets and identify investment opportunities

✔ Work closely with Product & Research (CFP Team)

✔ Conduct seminars and business development initiatives

Required Skills

• Relationship Management
• Client Acquisition
• Financial Market Knowledge
• Communication & Presentation Skills
• Trust Building & Client Engagement
• Target & Result Orientation

About company

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

HR Sayali : 9158043197