Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
🚀 We’re Hiring: Wealth Manager – HNI/UHNI Clients
🏢 Organization: Motilal Oswal Financial Services Limited
📍 Location: Bangalore
💼 About the Role
We’re seeking a dynamic and client-centric Wealth Manager who can build strong relationships with High Net-Worth (HNI/UHNI) clients and deliver customized investment solutions. This role is ideal for someone who thrives in a target-driven environment and enjoys working with premium clientele.
🔑 Key Responsibilities
Client Acquisition
- Identify and onboard new HNI/UHNI clients through networking, referrals, and strategic outreach
- Leverage market mapping and cold-calling techniques to expand your client base
Portfolio Management
- Design and manage diversified portfolios across asset classes such as PMS, AIFs, Bonds, Mutual Funds, Insurance, and Unlisted Shares
Investment Advisory
- Provide tailored financial solutions aligned with clients’ goals, risk profiles, and time horizons
Relationship Management
- Build long-term, trust-based relationships and ensure a superior client experience
Revenue Growth
- Drive asset mobilization, enhance client engagement, and consistently achieve business targets
Market Awareness
- Stay informed on market trends, economic developments, and emerging investment opportunities
🎯 Ideal Candidate Profile
- 4+ years of experience in wealth management, banking, or investment product sales
- Strong understanding of financial products and HNI client servicing
- Excellent communication, negotiation, and interpersonal skills
- Highly motivated, target-oriented, and proactive
🌟 Why Join Us?
- Be part of a reputed and fast-growing wealth management firm
- Attractive earning potential with performance-based incentives
- Opportunity to work with elite HNI/UHNI clients
📩 Interested?
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
Click on Apply to know more.