Relationship Manager

Job Title: Relationship Manager – Wealth ManagementCompany: Motilal Oswal Financial Services Company

Location: Pan India

Department: Sales – Retail Branch

Experience Required: 2–3 Years

Employment Type: Full-Time

Job OverviewWe are hiring a Relationship Manager to build, manage, and grow a portfolio of clients by offering long-term, product-based wealth solutions. This role focuses on AUM growth, product penetration, and client retention rather than short-term trading volumes.

If you are someone who believes in wealth creation, client trust, and advisory-led conversations, this role is for you.

Key ResponsibilitiesClient Acquisition & Relationship Management

• Acquire new clients through open-market sourcing
• Manage retail, mass affluent & emerging HNI client segments
• Act as a trusted wealth advisor

Product-Based Wealth Advisory (Core Focus)

• Understand client goals, risk appetite & investment horizon
• Recommend and distribute:
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• Mutual Funds (SIP & Lump Sum)
• PMS & AIF
• Bonds & Fixed Income
• Insurance
• Structured/Thematic products

AUM Growth & Portfolio Expansion

• Drive net new AUM targets
• Increase wallet share & product penetration
• Convert trading clients into long-term investment portfolios
• Focus on recurring AUM (SIPs & long-term allocations)

Client Engagement & Retention

• Conduct portfolio review meetings
• Engage clients during market volatility
• Ensure high service standards & query resolution

Reporting & Performance Tracking

• Maintain daily/weekly reports on acquisition & revenue
• Track activation, product penetration & performance metrics
• Eligibility CriteriaGraduate (Minimum qualification)
• 2–3 years experience in Wealth Management / Broking / Private Banking / BFSI Sales
• Candidates from Broking, NBFCs, and Banks preferred
• Required SkillsStrong knowledge of Mutual Funds, PMS, AIF, Bonds & Insurance
• Understanding of asset allocation & portfolio construction
• Consultative selling approach
• Strong communication & relationship-building skills
• Target-driven with focus on AUM & retention
• Why Join Us?Attractive incentives on client acquisition & SIP sales
• Growth opportunities to Senior RM / Team Lead
• Training support for market knowledge & compliance