Relationship Manager
Motilal Oswal Financial Services Ltd
5 - 10 years
Pune
Posted: 12/02/2026
Getting a referral is 5x more effective than applying directly
Job Description
Company: Motilal Oswal Financial Services Limited
Role: Relationship Manger
Location: Pune
What Youll 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 conduct and assist in organizing seminars, workshops and other business development activities.
What We Offer:
- Competitive salary + incentives/commission
- Career growth & learning opportunities
- Supportive, high-energy team culture
Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
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