Relationship Manager
Credicus Business Services Pvt Ltd
Job Description
Role: Relationship Manager Company: Motilal Oswal Financial Services Limited Location: Ahmedabad, Surat, Rajkot, Vadodra Job Summary Responsible for acquiring and managing Affluent & Super Affluent clients, delivering investment advisory, and driving AUM growth through new client acquisition and relationship deepening. Key Responsibilities Acquire new Affluent/HNI clients and leverage existing networks Build and manage a strong client portfolio Drive AUM growth and increase wallet share Provide investment advisory and portfolio management Track market trends and identify new opportunities Collaborate with Product & Research (CFP Team) Conduct seminars and business development initiatives Skills & Competencies Relationship management & client acquisition Financial markets & product knowledge Communication & presentation skills Trust-building and long-term engagement Result-driven mindset Preferred Qualifications Experience in wealth management / banking / financial services Strong HNI client network Interested? To schedule your interview, send your CV through WhatsApp (number mentioned below) HR Priyanka: 7875990932