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Wealth Manager

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Motilal Oswal Financial Services Ltd
πŸ“ pune district, India
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Location pune district
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Posted June 26, 2026
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Commute Local Area
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Job Description

Company: Motilal Oswal Financial Services Ltd.

Job Title: Wealth Relationship Manager


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...

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πŸ“ Location Details

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City
pune district
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Country
India
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Commute
Local Area

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