Company Name: Motilal Oswal Financial 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 recent 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. 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 Avdhut: (phone hidden)