🌿 Back to all jobs

🥝 Wealth Manager

Motilal Oswal Financial Services Ltd | pune district, India | Posted June 26, 2026

Job Description

Company: Motilal Oswal Financial Services Ltd.

Job Title: Wealth 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...

Apply for This Position

Submit Application