Company Name: Motilal Oswal Financila services

Position Title: Wealth Manager

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 new product offerings to provide insightful recommendations to clients.

Requirements:

- Graduate/Postgraduate in Finance, Commerce, or related field.
- 36 years of experience in Wealth Management or Private Banking.
- Robust 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.

Take the Next Step Apply Now !
To move forward with your application, please call us or share your CV on WhatsApp using the contact number below.

HR Priyanka A: (phone hidden)

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