Senior Relationship OfficerMotilal Oswal Financial Services LimitedLocations: Pune | Ahmednagar | Aurangabad | Nagpur | JalgaonPosition PurposeTo acquire, manage, and grow relationships with Affluent and Super Affluent clients by offering tailored investment solutions, driving Assets Under Management (AUM), and strengthening long-term client engagement.Roles & Responsibilities1. Client Acquisition & Portfolio DevelopmentLeverage existing relationships to onboard Affluent & Super Affluent clientsIdentify and acquire new clients within the target segmentBuild a solid and sustainable client portfolio2. Relationship ManagementMaintain and nurture long-term client relationshipsDrive AUM growth from existing clientsEnhance client engagement and wallet share3. Investment AdvisoryProvide guidance on investment opportunities and financial planningManage and review clients’ overall financial portfolios4. Market Intelligence & ResearchTrack financial markets and emerging investment trendsEvaluate and recommend suitable products based on client needsCoordinate with Product & Research teams (Centralized CFP Team)5. Business Development InitiativesPlan and support seminars, workshops, and client engagement activitiesContribute to business expansion and brand visibilityKey Skills & CompetenciesRelationship management and client acquisitionFinancial market and product knowledgeStrong communication and interpersonal abilitiesAnalytical thinking and advisory skillsResult-driven approachEligibility CriteriaExperience in financial services, wealth management, or bankingStrong network of Affluent / HNI clients preferredIf you want, I can also make this into a one-page PDF JD, infographic, or hiring flyer format.📩 Interested?To schedule your interview, send your CV through WhatsApp (number mentioned below)HR Priyanka: 7875990932