Hiring: Relationship Manager

Motilal Oswal Financial Services Limited | Ahmedbad, Surat, Rajkot, Vadodra

Role: Manage Affluent & Super Affluent clients, drive wealth growth, and provide investment advisory services.

Key Responsibilities

✔ Acquire HNI/Affluent clients through networking and referrals

✔ Build and maintain long-term client relationships

✔ Grow AUM and increase wallet share

✔ Provide investment and portfolio management solutions

✔ Track markets and identify investment opportunities

✔ Collaborate with Product & Research (CFP Team)

✔ Conduct seminars and support business development initiatives

Required Skills

- Relationship Management

- Client Acquisition

- Financial Market Knowledge

- Communication & Presentation Skills

- Client Engagement &...