Relationship Manager
Motilal Oswal Financial Services Limited
Kochi, Kerala, India · Full Time
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- Experience
- Any
- Salary
- INR 25,000 – INR 55,000 / month
- Openings
- 1
- Posted
- 16 hours ago
- Work mode
- In office
- Eligibility
- Candidates with experience in wealth management, banking, or financial services can apply. Experience with affluent or high-net-worth clients is preferred, and prior exposure to related products may be considered.
- Resume
- Required to apply
Where you'll work
Job description
Role Overview
This role is focused on acquiring, servicing, and expanding relationships with affluent and super-affluent clients. The position is centered on driving investment business, offering tailored financial solutions, and building durable client partnerships that help increase assets under management (AUM).
What You Will Do
- Win new clients from the affluent and super-affluent market using both open-market prospecting and the existing network.
- Manage a portfolio of high-value clients and strengthen those relationships over time.
- Increase AUM by cross-selling suitable financial products and solutions.
- Provide investment guidance aligned with each client’s risk appetite and financial objectives.
- Identify prospects in the target segment and pursue new business opportunities.
- Stay current with market movements, investment offerings, and industry developments.
- Work with internal product and research teams, including the Centralized CFP Team, to support well-informed investment decisions.
- Participate in seminars, workshops, and other business development activities.
- Improve client engagement to deepen wallet share and expand overall portfolio value.
Products In Scope
The role covers mutual funds, SIPs, demat, PMS, insurance, and CASA. Prior experience may be considered if the candidate has worked in these or closely related areas.
Requirements
- Background in wealth management, banking, or financial services.
- Strong ability to acquire clients and maintain long-term relationships.
- Experience working with affluent or high-net-worth clients is preferred.
- Working knowledge of financial products such as mutual funds, insurance, and equity/demat.
- Strong communication, negotiation, and people skills.
- Capability to generate leads and convert them into long-term business.
- Good market awareness and analytical judgment for client recommendations.
Compensation and Benefits
Pay will be reviewed based on current CTC and market standards. The role also offers exposure to high-value client portfolios and opportunities for growth in wealth management and investment advisory.
Application Note
Interested candidates can schedule an interview by calling or sharing their CV via WhatsApp with HR Priyanka at 7875990932.