Company: Motilal Oswal Financial Services Limited

Role: Wealth Manger

Location: Bengaluru, Hyderabad, Chennai

What Youll Do:

Client Acquisition:

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Portfolio Management:

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds,

Unlisted Shares, Mutual Funds, and Insurance.

Product Advisory:

Advise clients on suitable wealth products based on their financial goals, risk appetite, and

Investment horizon.

Relationship Management:

Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

Revenue Generation:

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

What Were Looking For:

3+ years of experience in Banking or Investments products sales

Target-driven mindset with a positive attitude

Interested?

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut: 7796426971

Wealth Manager