? We are Hiring: Wealth Manager!

Company Name - Motilal Oswal Financial Services

Location - Mumbai

We are expanding our Wealth Management team and looking for a Wealth Manager to acquire, manage, and grow a high-net-worth (HNI/UHNI) client base. In this role, you will be the trusted advisor offering end-to-end, tailored wealth management solutions to help clients achieve their financial goals.

? What You'll Do

Client Acquisition: Drive growth by acquiring current HNI/UHNI clients through strategic networking, references, cold calling, and market mapping.

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

Expert Product Advisory:



Guide clients toward the most suitable wealth products based on a deep understanding of their financial goals, risk appetite, and investment horizons.

Relationship Management: Serve as a trusted, long-term financial partner, ensuring the highest degree of customer satisfaction.

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

Market Intelligence: Stay ahead of the curve on market trends, macroeconomic updates, and emerging product offerings to provide insightful, proactive recommendations.

Interested candidates are invited to share their updated resume for further discussion.

WhatsApp to: HR Priyanka: (phone hidden)

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