Senior Wealth Manager

Motilal Oswal Financial Services Ltd; Pune District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services Ltd. in Pune is seeking a Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. The role involves building client bases, delivering goal-based product advice, and driving AUM mobilization and revenue targets.

The candidate should have 3–6 years of experience in Wealth Management or Private Banking, with strong knowledge of traditional and alternative investments. Certifications like NISM or CFP are a plus.

Qualifications

• Graduate / Postgraduate in Finance, Commerce, or related field.
• 3–6 years of experience in Wealth Management or Private Banking.
• Strong product knowledge across traditional and alternative investments.
• NISM VA, NISM XA/XB, or CFP certifications are a plus.

Responsibilities

• Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market mapping.
• Advisory & Revenue: Deliver goal-based product advice while driving AUM mobilization and revenue targets.
• Relationship Management: Act as a trusted financial advisor to ensure high long-term client retention.

Skills

Client Acquisition

Advisory & Revenue

Relationship Management

Product Knowledge

Education

Graduate / Postgraduate in Finance, Commerce, or related field

Job description

We are Hiring: Wealth Manager – Private Wealth

Location: Pune

Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions.

• Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market mapping.
• Advisory & Revenue: Deliver goal-based product advice while driving AUM mobilization and revenue targets.
• Relationship Management: Act as a trusted financial advisor to ensure high long-term client retention.
• Graduate / Postgraduate in Finance, Commerce, or related field.
• 3–6 years of experience in Wealth Management or Private Banking.
• Strong product knowledge across traditional & alternative investments.
• NISM VA, NISM XA/XB, or CFP certifications are a plus.