Motilal Oswal Financial Services Limited

Senior Relationship Officer

Motilal Oswal Financial Services Limited
Bengaluru/Bangalore
₹25,000 - ₹60,000 monthly*

Fixed

₹25,000 - ₹50,000

Average Incentives*

₹10,000

Earning Potential

₹60,000

Work from OfficeWork from Office
Full TimeFull Time
Min. 6 monthsMin. 6 months
Basic EnglishBasic English

Job highlights

Urgently hiring

Urgently hiring

Benefits include: Joining Bonus, Annual Bonus, PF, ESI (ESIC)

Benefits include: Joining Bonus, Annual Bonus, PF, ESI (ESIC)

Job Description

Job Title: Relationship Manager – Wealth Management

Key Responsibilities:

  • Build and manage a portfolio of Affluent and Super Affluent clients by leveraging existing relationships and acquiring new clients.
  • Develop and maintain strong client relationships while driving Assets Under Management (AUM) growth.
  • Provide personalized investment and wealth management advice based on clients' financial goals and risk profiles.
  • Enhance wallet share by cross-selling investment and financial products to existing clients.
  • Identify and acquire new Affluent and Super Affluent clients through market networking and business development initiatives.
  • Stay updated on financial markets, investment opportunities, and industry trends to provide informed recommendations.
  • Collaborate with the Product and Research (Centralized CFP) team to develop customized investment solutions for clients.
  • Organize and participate in seminars, workshops, and client engagement activities to strengthen relationships and generate business.


Job role

Work location
Work locationBangalore, Karnataka, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryTrading, Asset & Wealth Management
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 6 months
Education
EducationGraduate
Skills
SkillsDirect sales, Wealth management, Mutual funds, Finanacial services, Current Account, Demat Account Sales, Wealth Management Services, Retail Banking, Savings Account
English level
English levelBasic English
Age limit
Age limit18 - 35 years
Gender
GenderAny gender

About company

Name
NameMotilal Oswal Financial Services Limited
Address
AddressBangalore, Karnataka, 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 60,000 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 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Bengaluru 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 Bengaluru 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.

The last date to apply for this job is 17 Jul 2026. For more details, download apna app and find Full Time jobs in Bengaluru . Through apna, you can find jobs in 64 cities across India. Join NOW!