Are you a seasoned market qualified with a strong track record in HNI portfolio management? Motilal Oswal Financial Services Ltd. is expanding its wealth team in Bengaluru.
? Key Responsibilities:
- Placing orders on behalf of customers
- Providing advisory services- AUM product penetration
- Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by Choice broking)
- New Client Acquisition & retention
- Client Meeting
? Target Candidate:
- Solid background in Stock Broking, Equity Advisory, or Private Wealth.
- In-depth understanding of capital market dynamics and macro trends.
- Proven experience managing Super HNI portfolios and building long-term client relationships.
? Direct HR Connect:
Send your updated CV via WhatsApp or call us directly: