Are you passionate about financial markets and helping clients build long-term wealth? Motilal Oswal is looking for driven wealth management professionals to join our team!
Key Responsibilities:
- Client Acquisition: Identify and onboard HNI & UHNI clients through strategic networking, market mapping, and referrals.
- Portfolio & Advisory: Structure and manage diverse client portfolios across PMS, AIFs, Bonds, Mutual Funds, Unlisted Shares, and Insurance based on individual financial goals.
- Relationship Management: Build long-term trust, deliver exceptional client service, and keep clients updated on market trends and economic shifts.
- Revenue Generation: Consistently achieve and exceed targets for asset mobilization, cross-selling, and revenue.
Requirements:
- Education: Graduate or Postgraduate in Finance, Commerce, or related fields.
- Experience: 3–6 years in Wealth Management or Private Banking.
- Skills: In-depth knowledge of financial products, paired with solid communication, advisory, and negotiation abilities.
? How to Apply: Skip the wait! Send your updated CV directly via WhatsApp to (phone hidden) to schedule your interview slot.