Senior Wealth Manager
Motilal Oswal Financial Services Ltd
5 - 10 years
Bengaluru
Posted: 17/02/2026
Job Description
Were Hiring: Wealth Manager
Location: Bengaluru, Hyderabad, Chennai
Company: Motilal Oswal Financial Services Limited
Experience: 215+ years
Employment Type: Full-time
About the Role
We are looking for a dynamic and result-driven Wealth Manager to build and maintain strong client relationships, drive business growth, and ensure exceptional customer satisfaction.
Key Responsibilities
1.Client Acquisition:
Acquire new 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.
6.Market Intelligence:
Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.
Requirements
- Bachelors degree in business, Marketing, Finance, or related field
- Proven experience in sales/client relationship management
- Strong communication and negotiation skills
- Target-driven and self-motivated
- Good understanding of industry Banking/ Broking/ Financial services etc.
Why Join Us?
- Competitive salary + performance incentives
- Growth and career development opportunities
- Supportive and collaborative work environment
Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
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