Wealth Manager

Motilal Oswal Financial Services Ltd; Ahmedabad District; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Motilal Oswal Financial Services Ltd. in Ahmedabad, Surat, Rajkot, and Vadodara seeks a Wealth Manager to acquire and manage an HNI/UHNI client base with end-to-end wealth solutions.

You will provide goal-based product advice while driving AUM mobilization and revenue targets, and act as a trusted financial advisor to ensure high long-term client retention.

Qualifications

• Graduate/PG in Finance, Commerce or related field.
• 3-10+ years of Wealth Management or Private Banking experience.
• Strong knowledge of traditional & 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

Relationship management

Goal-based advisory

AUM mobilization

Education

Graduate / Postgraduate in Finance, Commerce or related field

Job description

We are Hiring: Wealth Manager - Private Wealth

Location- Ahmedabad, Surat, Rajkot, Vadodara

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.
• 3-10+ 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.