Senior Relationship Manager Motilal Oswal Wealth Management Ltd
Motilal Oswal Wealth Management Ltd
Office Location
Full Time
Experience: 5 - 5 years required
Pay:
Salary Information not included
Type: Full Time
Location: Chennai
Skills: Wealth management, financial services, relationship building, Financial planning, Interpersonal Skills, Communication skills, Client Portfolios Management, Financial Advice, Investment Products Knowledge, Market Trends Analysis
About Motilal Oswal Wealth Management Ltd
Job Description
The Senior Relationship Manager role at Motilal Oswal Wealth Management Ltd in Chennai is a full-time on-site position that involves managing client portfolios, establishing and nurturing client relationships, and offering financial advice. The ideal candidate for this role would have proven experience in wealth management, financial services, or a related field, with a track record of managing 50 to 100 crores as a wealth relationship manager. Strong communication and interpersonal skills are essential for effectively engaging with clients. Additionally, a sound understanding of investment products, financial planning strategies, and current market trends is required. As a Senior Relationship Manager, you will be expected to analyze and comprehend clients" financial circumstances to deliver tailored solutions that meet their needs. Candidates with professional certifications such as CFP, CFA, or an MBA in Finance are preferred for this role.,