? WE ARE HIRING: Wealth Manager
Location: Mumbai | Company: Motilal Oswal Financial Services
Overview
Passionate about financial markets and helping clients build long-term wealth? Motilal Oswal is looking for an experienced wealth manager to join our team in Mumbai.
Key Responsibilities
Client Acquisition:
Acquire new 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 current product offerings to provide insightful recommendations to clients.
Requirements
• Education: Graduate or Postgraduate in Finance, Commerce, or a related field.
• Experience: 3–6 years in Wealth Management or Private Banking.
• Skills: In-depth knowledge of financial products, with strong relationship management, communication, and negotiation abilities
? How to Apply:
Schedule your interview directly by sending your updated CV via WhatsApp to (phone hidden)