Relationship Manager

Company : Motilal Oswal Financial Services Ltd.

Working Hours: 9:00 AM – 6:00 PM

Job Title: Relationship Manager

Department : Direct Channel / Open Market (20% Data provided by company remain 80% self made)

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 in...