Motilal Oswal - Wealth Relationship Manager

Wealth Relationship Manager (7-12 yrs)

Key Deliverables:

- HNI/UHNI Client Acquisition: Identify prospective clients, convert high-value leads, and expand the PCG portfolio through strategic sourcing.

- Relationship Management: Build strong, long-term relationships with premium clients through continuous engagement and exceptional service delivery.

- Investment Advisory: Offer well-researched, customized financial planning across Mutual Funds, PMS, AIF, Bonds, Insurance, and Alternate Investment products.

- Portfolio Reviews: Conduct periodic portfolio performance assessments, risk profiling updates, and strategic reallocations based on market trends.

- AUM Growth & Cross-Sell: Drive asset growth, revenue generation, and penetration of wealth solutions to maximize wallet share.

- Client Onboarding & Documentation: Ensure seamless onboarding, complete KYC compliance, and accurate documentation in line with regulatory norms.

- Market Intelligence: Stay informed of market movements, product changes, and economic developments to deliver proactive insights to clients.

- Internal Collaboration: Work with Research, Investment Product, Operations, and Customer Support teams to ensure best-in-class advisory and service.

- Risk & Compliance: Maintain strict adherence to SEBI/RBI/IRDA guidelines, internal audit norms, and risk management frameworks.

- Client Retention: Execute retention strategies through superior service, timely query resolution, and consistent engagement.

Role Requirements:

- Education: Postgraduate degree in Finance or related fields.

Experience:

- 5+ years of experience in Wealth Management / PCG / HNI Sales roles within BFSI.

Skills & Competencies:

- Strong product knowledge across Mutual Funds, PMS, AIF, Bonds, Equity, Insurance, and Alternate Investments.

- Proven track record in HNI client acquisition and managed asset growth.

- Excellent communication, relationship-building, and negotiation skills.

- Certifications such as NISM, CFP, or similar are an added advantage.