Relationship Officer
Motilal Oswal Financial Services LimitedFixed
₹25,000 - ₹50,000
Average Incentives*
₹10,000
Earning Potential
₹60,000
Fixed
₹25,000 - ₹50,000
Average Incentives
₹10,000
Earning Potential
₹60,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Basic EnglishJob highlights
Urgently hiring
47 applicants
Benefits include: Joining Bonus, Annual Bonus, PF, ESI (ESIC)
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
* SIPs (Systematic Investment Plans)
* Demat Accounts
* 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.
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Lucknow to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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