Company Name: Motilal Oswal Financila services Position Title: Wealth Manager Department: Wealth Management Role Summary: We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base. The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities: 1.

Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. 2.

Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. 3.

Product Advisory: Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon. 4.

Relationship Management: Serve as a trusted advisor to clients,



ensuring a high degree of customer satisfaction 5.

Revenue Generation: Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence: Stay updated on market trends, economic updates, and recent product offerings to provide insightful recommendations to clients.

Requirements

- Graduate/Postgraduate in Finance, Commerce, or related field.
- 3–6 years of experience in Wealth Management or Private Banking.
- Strong understanding of financial products and investment instruments.
- Excellent communication, interpersonal, and negotiation skills.
- Proven ability to build and manage high-value client relationships.
- Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

How To

Apply- Share your Updated CV on below Number HR Priyanka 787599093

📌 Wealth Manager (Bengaluru)
🏢 Motilal Oswal Financial Services
📍 Bengaluru