Senior Wealth Manager

Motilal Oswal Financial Services Ltd; Mumbai; On-site; INR 1,200,000 - 2,100,000; Full time

Job summary

Motilal Oswal Financial Services Ltd in Mumbai is seeking an experienced Wealth Manager to acquire HNI/UHNI clients, build diversified portfolios, and provide tailored financial advice. The role emphasizes relationship management, performance against revenue targets, and ongoing market-aware recommendations.

The ideal candidate has 3–6 years in wealth management or private banking, with a solid grasp of financial products and strong communication skills to engage high-net-worth clients.

Qualifications

• Education: Graduate or Postgraduate in Finance, Commerce, or related field.
• Experience: 3–6 years in Wealth Management or Private Banking.
• Skills: In-depth knowledge of financial products with strong relationship, communication and negotiation abilities.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking, references and market mapping.
• Build and manage client portfolios across asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on financial goals, risk appetite and investment horizon.
• Serve as a trusted advisor to clients, ensuring high customer satisfaction.
• Meet and exceed targets for asset mobilization, revenue generation and client activation.
• Stay updated on market trends, economic updates and new product offerings to provide insightful recommendations.

Skills

Wealth management

Client acquisition

Relationship management

Communication

Negotiation

Education

Graduation or PG in Finance/Commerce

Job description

Overview

Passionate about financial markets and helping clients build long-term wealth? Motilal Oswal is looking for an experienced wealth manager to join our team in Mumbai.

Key Responsibilities

Client Acquisition

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

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.

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Requirements

• Education: Graduate or Postgraduate in Finance, Commerce, or a related field.
• Experience: 3–6 years in Wealth Management or Private Banking.
• Skills: In-depth knowledge of financial products, with strong relationship management, communication, and negotiation abilities