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Private Wealth Relationship Manager

Motilal Oswal Financial Services
Posted on
Motilal Oswal Financial Services logo

Experience
3 - 8 yrs
Job Location
Mumbai, India
Vacancy
1
Designation
Private Wealth Manager
Job Type
ONSITE

Job Description


We are looking to hire experienced Private Bankers for our Private Wealth Team based in Delhi / NCR & Mumbai.


Kindly find the job details mentioned below:


Job Role: Relationship Manager

Location: Delhi / NCR, Mumbai

Experience: 3 - 10 Years

Responsibilities:

  • Acquire New to Firm HNI / UHNI and corporate clients while driving business growth and revenue
  • Develop and nurture long term relationships with HNI / UHNI clients by understanding their financial needs and delivering tailored wealth management solutions
  • Analyse client financial profiles and objectives to recommend appropriate investment and wealth management strategies
  • Responsible for achieving targets through client acquisition, AUM growth and revenue generation across investment and wealth management products
  • Identify new business opportunities and strengthen the client base through relationship management and networking

Desired Profile:

  • Graduation / Post Graduation in any discipline / MBA in Marketing
  • Sound knowledge of investment products and financial markets
  • Price experience in managing HNI/UHIN clients
  • Excellent communication, interpersonal and relationship management skills


Regards,

Avinash

9729191910


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