Job Description
Relationship Manager | Motilal Oswal Financial Services Ltd.
Location: Lucknow, Kanpur, Agra
Purpose of the Role
Drive acquisition and management of Affluent/HNI clients, deliver investment solutions, and grow Assets Under Management (AUM) through effective relationship management.
What You'll Do
Acquire new Affluent/HNI clients through market references and networking.
Build, manage, and expand high-value client portfolios.
Drive AUM growth through cross-selling of financial products.
Offer investment recommendations aligned with client goals and risk profiles.
Generate leads and identify new business opportunities.
Monitor market trends and stay updated on investment products.
Partner with Research and CFP teams for customized investment planning.
Conduct client meetings, seminars, and engagement programs.
Increase wallet share and overall portfolio value.
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