Motilal Oswal Financial Services Limited

Wealth Relationship Manager

Motilal Oswal Financial Services Limited
Pune
₹25,000 - ₹55,000 monthly*

Fixed

₹25,000 - ₹50,000

Average Incentives*

₹5,000

Earning Potential

₹55,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 1 yearMin. 1 year
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

Fast HR reply

Fast HR reply

HR responded to 84% candidates in last 1 days

19 applicants

19 applicants

Job Description

Company: Motilal Oswal Financial Services Ltd.

Job Title: Relationship Manager

Role Overview

The Relationship Manager will be responsible for acquiring and managing affluent and super-affluent clients, driving investment business, and delivering customized financial solutions. The role focuses on building long-term client relationships and growing Assets Under Management (AUM).

Key Responsibilities

  • Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
  • Build and manage a strong portfolio of high-value clients.
  • Maintain relationships and grow AUM by cross-selling financial products.
  • Provide investment advisory services based on client risk profile and financial goals.
  • Track and identify potential clients in the target segment for new business acquisition.
  • Stay updated on financial markets, investment products, and industry trends.
  • Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
  • Conduct and support seminars, workshops, and other business development initiatives.
  • Deepen client engagement to increase wallet share and overall portfolio value.
  • Products Handled: Mutual Funds, SIP, Demat, PMS, Insurance, CASA Experience can consider if have

Requirements:

  • Proven experience in wealth management, banking, or financial services.
  • Strong client acquisition and relationship management skills.
  • Experience handling affluent or high-net-worth individuals (HNI clients preferred).
  • Good understanding of financial products like Mutual Funds, Insurance, and Equity/Demat.
  • Excellent communication, negotiation, and interpersonal skills.
  • Ability to generate leads and convert prospects into long-term clients.
  • Market awareness and analytical ability to advise clients effectively.
  • Compensation & BenefitsSalary hike as per current CTC and market standards.
  • Opportunity to manage high-value client portfoliosCareer growth in wealth and investment advisory.

How to Apply:

To schedule your interview, call or send your CV via WhatsApp to

HR Rutuja W: 9271043404

Job role

Work location
Work locationPune, Maharashtra, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 1 year
Education
EducationGraduate
Skills
SkillsClient acquisition, Insurance, Upselling, Cross selling, Field sales, Portfolio management, Direct sales, Relationship management, CASA, SIP, Wealth management, Investment Advisory, Demat Account Sales, Mutual Fund Sales
English level
English levelBasic English
Age limit
Age limit18 - 40 years
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressPune, Maharashtra, India
Job posted by Motilal Oswal Financial Services Limited

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You can expect a minimum salary of 25,000 INR and can go up to 55,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 1 to 31 years are eligible to apply for this job. You can apply for more jobs in Pune to get hired quickly.

The candidate should have Basic English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Pune at apna.

No work-related deposit needs to be made during your employment with the company.

Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview.

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