ایم
Relationship Manager - Wealth Management
Motilal Oswal Financial Services Ltd
Mangaluru, Karnataka, India · مکمل وقت
درخواست دینے والے پہلے فرد بنیں۔
- تجربہ
- کوئی بھی
- تنخواہ
- —
- کھلنا
- 1
- پوسٹ کیا گیا
- 5 گھنٹے قبل
- کام کا موڈ
- دفتر میں
- دوبارہ شروع کریں۔
- درخواست دینے کی ضرورت ہے۔
جہاں آپ کام کریں گے۔
ملازمت کی تفصیل
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.