Location:
Pune Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. ?
Key Responsibilities
• Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market mapping.
• Portfolio Management: Manage multi-asset portfolios across PMS, AIFs, Bonds, Unlisted Shares, MFs, & Insurance.
• Advisory & Revenue: Deliver goal-based product advice while driving AUM mobilization and revenue targets.
• Relationship Management: Act as a trusted financial advisor to ensure high long-term client retention. ? Candidate
Requirements:
• Graduate / Postgraduate in Finance, Commerce, or related field.
• 3–6 years of experience in Wealth Management or Private Banking.
• Strong product knowledge across traditional & alternative investments.
• NISM VA, NISM XA/XB, or CFP certifications are a plus. ? Quick-Track Application: Bypass the portal and share your CV directly via WhatsApp: (phone hidden)