Are you an ambitious Wealth Manager or Private Banker looking to elevate your career with an industry powerhouse? Motilal Oswal Financial Services Ltd. is expanding its Private Wealth footprint in Pune.
? Key Responsibilities:
- Client Acquisition: Identify, map, and onboard HNI/UHNI clients through strategic networking, market mapping, and direct outreach.
- Multi-Asset Portfolio Management: Structure high-performing portfolios across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
- Strategic Advisory & Revenue: Deliver goal-based asset allocation and investment advice while driving AUM mobilization and revenue targets.
- Relationship Management: Serve as a trusted financial steward to ensure long-term client retention and portfolio expansion.
? Candidate Profile:
- Education: Graduate or Postgraduate in Finance, Commerce, or related disciplines.
- Experience: 3–6 years of proven experience in Wealth Management or Private Banking.
- Product Knowledge: Robust understanding of both traditional and alternative investment vehicles.
? Fast-Track Application:
Skip the long application queues and connect directly with Talent Acquisition via WhatsApp: