Senior Relationship Manager

About the Role

Motilal Oswal Financial Services Limited is seeking a Senior Relationship Manager to cultivate and maintain connections with affluent and high-net-worth clients. This role focuses on expanding the client portfolio by leveraging existing contacts and securing new client relationships to foster asset under management (AUM) growth through bespoke investment and wealth advisory services.

Key Responsibilities

• Develop strong relationships with affluent and super-affluent clientele by leveraging current networks and acquiring new clients.
• Promote AUM expansion by delivering personalized financial planning and portfolio management advice.
• Provide counsel on investment opportunities and wealth management strategies customized to client needs.
• Explore and capitalize on new business prospects to increase the customer base strategically.
• Keep abreast of market developments and collaborate closely with Research and Certified Financial Planner teams to create tailored investment solutions.
• Coordinate client engagement events such as seminars and workshops to enhance client loyalty and drive business growth.
• Meet defined objectives concerning client onboarding, AUM enhancement, revenue targets, and client satisfaction levels.

Qualifications and Eligibility

The opportunity is targeted at qualified professionals capable of engaging affluent clients and providing sophisticated financial advice. Specific eligibility criteria are not explicitly defined.