2 - 6 years
3 - 5 Lacs
Posted:6 days ago|
Platform:
Work from Office
Full Time
Motilal Oswal Wealth Management is seeking a proactive and dynamic Relationship Manager to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra HNIs. The role involves offering personalized investment solutions, nurturing long-term relationships, and contributing to the overall growth of the wealth management business.
Here's a brief overview of the skills and responsibilities for a Relationship Manager in this context:
Key Responsibilities:
1. Client Relationship Management:
2. DEMAT (Dematerialized Accounts):
3. SIP (Systematic Investment Plan):
4. Insurance Advisory:
Key Skills:
Motilal Oswal Financial Services (MOFSL)
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