Relationship manager

We’re Hiring | Relationship Manager!
Role: Relationship Manger
Location: Bengaluru, Hyderabad, Chennai, Belgum, Bellari, Raichur, Davangere, Hubli, Mangalore,
Company: Motilal Oswal Financial Services Limited
What You’ll Do:
- Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
- Maintaining client relationships and generate AUM from preferred clients.
- Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients
- Track the Affluent & Super Affluent Client segment in the market for new client acquisition
- To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
- To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
- To condu...