Company Name: Motilal Oswal Financial Services

Location: Bengaluru

Profile: Relationship Manager

About the Role

We are looking for a dynamic and performance-driven Wealth Manager to join a growing wealth management team. The role focuses on managing and expanding relationships with Affluent and High-Net-Worth Individual (HNI) clients while delivering tailored investment and financial advisory solutions.

Key Responsibilities

• Build and maintain strong relationships with Affluent and HNI clients
• Drive Assets Under Management (AUM) growth and increase wallet share
• Provide customized investment and wealth management solutions
• Acquire new clients through referrals, networking, and market mapping
• Monitor market trends and offer timely investment recommendations
• Collaborate with research, advisory, an...