Job Description
🚀 We’re Hiring | Wealth Manager! 🚀
💼 Role: Wealth Manger
📍 Location: Bengaluru, Hyderabad, Chennai
🏢 Company: Motilal Oswal Financial Services Limited
🔑 What You’ll Do:
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 cli...
💼 Role: Wealth Manger
📍 Location: Bengaluru, Hyderabad, Chennai
🏢 Company: Motilal Oswal Financial Services Limited
🔑 What You’ll Do:
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 cli...
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