Company Name: Motilal Oswal Financial Services Ltd
About the Role Motilal Oswal Financial Services Ltd. is hiring experienced Wealth Managers / Private Bankers to expand its Private Wealth division across Gujarat. You will acquire, advise, and manage HNI, UHNI, and Family Office portfolios backed by Motilal Oswal’s research-first platform and open-architecture product suite.
Key Responsibilities
- Acquire & Grow: Onboard HNI/UHNI clients through market mapping, networking, and referrals to drive AUM and revenue growth.
- Multi-Asset Advisory: Structure tailored portfolios across PMS, AIFs, Unlisted Shares, Bonds, Structured Products, and Mutual Funds.
- Retain & Steward:
Conduct periodic portfolio reviews and deliver goal-based advisory to ensure high client retention.
What We’re Looking For
- 3–15+ years of experience in Private Banking, Wealth Management, or Family Office Advisory.
- Proven track record in HNI/UHNI acquisition and deep product knowledge across traditional and alternate asset classes.
- Graduate / Postgraduate in Finance, Commerce, or Management (Any filed).
Quick-Track Your Application: Apply here or WhatsApp your CV directly to Talent Acquisition for a confidential discussion: (phone hidden)