Key Responsibilities:

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

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

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

Relationship Management:
Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

Revenue Generation:

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

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

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut: (phone hidden)

📌 Senior Wealth Manager @Motilal Oswal (Bengaluru)
🏢 Credicus Business Services
📍 Bengaluru