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Relationship Manager - Wealth Management
Motilal Oswal Financial Services Ltd
Mangaluru, Karnataka, India · Tempo total
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Role Overview
Motilal Oswal Financial Services Ltd is seeking a full-time Relationship Manager based in Mangaluru. The role focuses on nurturing and expanding relationships with Affluent and High Net Worth Individuals (HNIs) to increase assets under management (AUM) through personalized investment strategies.
Key Responsibilities
- Develop and maintain strong relationships with affluent and HNI clients.
- Drive growth in AUM by offering customized investment solutions aligned with client objectives.
- Acquire new clients by leveraging referrals, building networks, and conducting market outreach activities.
- Provide informed investment guidance considering client goals and prevailing market conditions.
- Deliver superior client service while ensuring adherence to relevant regulations and compliance standards.
Requirements
- Proven experience in Wealth Management, Private Banking, or Investment Advisory roles.
- In-depth understanding of financial markets and various investment products.
- Preferred to have an existing client base of Affluent or HNI individuals.
Application Process
Interested candidates should submit their updated CV via WhatsApp to HR Avdhut at 7796426971 to arrange an interview.