Senior Wealth Manager

Company Name - Motilal Oswal Financial Services

Role - Wealth Manager

Key Responsibilities:

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.

Requirements:

• Graduate/Postgraduate in Finance, Commerce, or related field.
• 3–6 years of experience in Wealth Management or Private Banking.
• Strong understanding of financial products and investment instruments.
• Excellent communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.