Senior Relationship Manager

Motilal Oswal Financial Services Limited

Bengaluru/Bangalore

₹30,000 - ₹70,000 monthly*

Fixed

30000 - ₹60000

Average Incentives*

10,000

Earning Potential

70,000

You can earn more incentive if you perform well

Work from Office

Full Time

Min. 1 year

Basic English

Job Details

Interview Details

Job highlights

Urgently hiring

Fast HR reply

99 applicants

Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)

Job Description

Company Name - Motilal Oswal Financial Servies

Profile - Relationship Manager


Job Responsibilities

1.Build and manage relationships with Affluent & Super Affluent clients, leveraging existing networks and acquiring new clients.

2.Drive AUM growth by providing personalized investment and wealth management solutions.

3.Advise clients on portfolio management, financial planning, and suitable investment opportunities.

4.Identify new business opportunities and expand the client base through strategic acquisition.

5.Stay updated on market trends and collaborate with the Research & CFP teams to deliver tailored investment recommendations.

6.Organize client engagement activities, seminars, and workshops to strengthen relationships and generate business.

7.Achieve targets for client acquisition, AUM growth, revenue, and client satisfaction.

Job role

Work location

Bangalore, Karnataka, India

Department

Banking / Insurance / Financial Services

Role / Category

Trading, Asset & Wealth Management

Employment type

Full Time

Shift

Day Shift

Job requirements

Experience

Min. 1 year

Education

Graduate

Skills

Direct sales, Wealth management, Life insurance, Mutual funds, Finanacial services, Current Account, Wealth Management Services, Mutual Fund Sales, Retail Banking, Savings Account

English level

Basic English

Age limit

18 - 35 years

Gender

Any gender

About company

Name

Motilal Oswal Financial Services Limited

Address

Bangalore, Karnataka, India

Job posted by Motilal Oswal Financial Services Limited

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