Wealth Manager

Company : Motilal Oswal Financial Services Limited

Role :

Wealth Manger Location : Bengaluru, Hyderabad, Chennai

What You’ll 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 We’re 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