Business Development Executive

Relationship Manager – Wealth Management

Company: Motilal Oswal Financial Services Ltd.

About the Role

If you're passionate about building relationships, helping clients achieve their financial goals, and growing your career in wealth management, this opportunity is for you. As a Relationship Manager, you will acquire and manage Affluent & HNI clients while offering personalized investment solutions and expanding their investment portfolios.

What You'll Be Doing

• Identify and acquire new Affluent & HNI clients through networking, referrals, and market outreach.
• Understand clients' financial goals and recommend suitable investment products.
• Build long-term relationships by providing exceptional service and regular portfolio reviews.
• Drive business growth by increasing Assets Under Management (AUM) and cross-selling financial products.
• Stay updated with market trends to provide informed investment guidance.
• Collaborate with research and product teams to deliver the best financial solutions.
• Meet business, revenue, and client acquisition targets.

Products You'll Offer

• Mutual Funds
• SIPs
• Equity & Demat Accounts
• Portfolio Management Services (PMS)
• Insurance
• CASA
• Other Wealth & Investment Products

Interested candidates can apply now.

For interview scheduling and further details,

Contact: HR Dhanashri -9923656681