Vacancy Description
Company : Motilal Oswal Financial Services Ltd.
Working Hours: 9:00 AM – 6:00 PM
Job Title: Relationship Manager
Department : Direct Channel / Open Market (20% Data provided by company remain 80% self made)
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 ...
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