Senior Wealth Manager

Credicus Business Services; Pune District; On-site; INR 1,500,000 - 2,200,000; Full time

Job summary

Motilal Oswal Financial services is seeking a Wealth Manager to acquire, manage, and grow a high-net-worth client base. You will deliver end-to-end wealth management tailored to HNIs/UHNIs while ensuring client satisfaction and long-term relationships.

Key responsibilities include acquiring HNI clients, managing diversified portfolios, advising on wealth products, and achieving revenue targets. Strong communication and a proven client-relations track record are essential.

Qualifications

• 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.

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 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.

Skills

Client acquisition

Portfolio management

Product advisory

Relationship management

Revenue generation

Education

Finance/Commerce degree

NISM VA

NISM XA/XB

CFP (certification)

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.