Senior Wealth Manager (Gurugram)

Senior Wealth Manager (Gurugram)

16 Oct
|
Motilal Oswal Financial Services
|
Gurugram

16 Oct

Motilal Oswal Financial Services

Gurugram

Company Description
Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company serves a diversified client base comprising retail customers, mutual funds, and corporate clients. MOFSL has a robust research foundation, investing almost 10% of revenue in equity research and employing over 25 research analysts. Recognized for its quality services, MOFSL has received numerous accolades, including the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five consecutive years.

Are you ready to be more than just a financial advisor? Step into the role of a Wealth Manager — a trusted confidant, strategic visionary, and steward of prosperity for High and Ultra High Net-Worth Individuals (HNI/UHNI). Your mission? To shape financial destinies with intelligence, integrity, and innovation.





? Client Acquisition & Relationship Leadership
• Build and nurture a portfolio of elite clients with an existing AUM ( MF, PMS, AIF, Broking ) of ₹50 Cr and above.
• Bring your personal network to life — 10% of your client base should transition with you within the first 90 days.
• Become a strategic partner in their wealth journey, not just a service provider.

? Holistic Wealth Management
• Be the architect of tailored financial strategies spanning financial planning, investment advisory, and wealth preservation.
• Offer cutting-edge advice across multiple asset classes — Mutual Funds, PMS, AIFs, Unlisted Equity, Bonds, and NCDs.
• Navigate market complexities to help clients grow, protect, and pass on their wealth with purpose.

? Product & Market Expertise
• Stay ahead of the curve with deep knowledge in both life and general insurance, crafting risk-mitigation strategies that comp

📌 Senior Wealth Manager (Gurugram)
🏢 Motilal Oswal Financial Services
📍 Gurugram

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