Senior Wealth Manager

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