Relationship Officer

Relationship Officer – Wealth Management

Company: Motilal Oswal Financial Services Ltd.

Department: Direct Channel / Open Market

Working Hours: 9:00 AM – 6:00 PM

Role Summary

We are seeking a dynamic Relationship Manager to acquire and manage Affluent and HNI clients, drive investment business, and grow Assets Under Management (AUM). The role involves client acquisition, portfolio management, and providing tailored wealth solutions.

Key Responsibilities

• Acquire Affluent/HNI clients through open market sourcing and networking.
• Build and manage long-term client relationships.
• Drive AUM growth through investment and wealth products.
• Provide investment guidance aligned with client goals and risk profiles.
• Generate new business opportunities and increase wallet share.
• Collaborate with internal research and product teams to deliver customized solutions.
...