Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Company
Motilal Oswal Financial Services Limited
💼 Role
Wealth Manager
📍 Location
Pune
🔑 Key Responsibilities:
- The Relationship Manager will leverage their existing network of affluent and high-net-worth clients to build and expand a strong client portfolio.
- Develop and nurture long-term relationships with clients while driving growth in Assets Under Management (AUM).
- Provide investment guidance to affluent clients, manage their overall financial portfolios, and enhance share of wallet from existing relationships.
- Identify and acquire new clients within the affluent and high-net-worth segments through market tracking and networking.
- Stay updated on market trends and investment opportunities and evaluate their suitability for client portfolios.
- Collaborate with internal product and research teams (Centralized CFP Team) to support informed investment decisions.
- Plan, organize, and participate in seminars, workshops, and other business development initiatives to drive client engagement.
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Kshipra: 7030021318
Click on Apply to know more.