Senior Wealth Manager

Credicus Business Services; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Motilal Oswal Financial services is seeking a dynamic Wealth Manager to acquire, manage, and grow a high-net-worth client base in Mumbai. The role focuses on end-to-end wealth solutions across PMS, AIFs, bonds, mutual funds, and insurance, with emphasis on building long-term relationships and achieving revenue targets.

You will need strong communication, negotiation, and advisory skills, with a background in finance and related certifications being a plus.

Qualifications

• Graduate or postgraduate degree in Finance, Commerce, or a related field.
• 36 years of experience in Wealth Management or Private Banking.
• Certifications such as NISM VA, NISM XA/XB, or CFP are a plus.

Responsibilities

• Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Portfolio Management: Build and manage client portfolios across PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Product Advisory: Advise clients on suitable wealth products based on goals, risk appetite, and horizon.
• Relationship Management: Serve as a trusted advisor, ensuring high client satisfaction.
• Revenue Generation: Meet and exceed targets for asset mobilization and client activation.
• Market Intelligence: Stay updated on market trends and product offerings to provide insights.

Skills

Communication

Interpersonal skills

Negotiation skills

Client relationship management

Education

Graduate/Postgraduate in Finance, Commerce, or related field

Job description

Company Name: Motilal Oswal Financial services

Position Title: Wealth Manager

Role Summary

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

The role involves offering end-to-end wealth management solutions tailored to the unique financial needs of HNIs/UHNIs while ensuring high levels of client satisfaction and long-term relationship building.

Key Responsibilities

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.

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.
• 36 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.