Senior Wealth Manager @Motilal Oswal

Credicus Business Services; Kolkata District; On-site; INR 1,000,000 - 2,400,000; Full time

Job summary

Motilal Oswal Financila services is seeking a Wealth Manager to acquire, manage, and grow a high-net-worth client base, delivering end-to-end wealth management solutions for HNIs/UHNIs.

You will advise on PMS, AIFs, bonds, mutual funds, insurance and other products, build trusted relationships, and strive to surpass revenue and asset mobilization targets.

Strong communication, negotiation skills and finance qualifications are essential, with NISM/CFP certifications a plus.

Qualifications

• Graduate or postgraduate in finance, commerce or related field.
• 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

• Acquire new HNI/UHNI clients through various channels.
• Build and manage client portfolios across asset classes including PMS, AIFs, bonds, mutual funds and insurance.
• Advise clients on wealth products based on goals, risk, and horizon.
• Serve as a trusted advisor, ensuring high client satisfaction.
• Meet and exceed targets for asset mobilization and revenue.

Skills

Client acquisition

Portfolio management

Product advisory

Relationship management

Revenue generation

Market intelligence

Communication skills

Negotiation skills

Education

Graduate in Finance/Commerce

Postgraduate in Finance/Commerce

NISM VA/XA/XB or CFP

Job description

Company Name: Motilal Oswal Financila 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.