Wealth Manager

Credicus Business Services Pvt Ltd; Ahmedabad District, Rajkot, Surat; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Motilal Oswal Financial services is seeking a Wealth Manager to acquire, manage, and grow an HNI/UHNIs client base. The role covers end-to-end wealth solutions, aiming for long-term relationships and high client satisfaction.

The position involves managing portfolios across asset classes, advising on suitable products, and achieving asset mobilization targets while staying informed on market trends and new offerings.

Qualifications

• Graduate or postgraduate 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.
• Strong communication, interpersonal, and negotiation skills.
• Proven ability to build and manage high-value client relationships.

Responsibilities

• Acquire new HNI/UHNI clients through cold calling, networking and referrals.
• Build and manage client portfolios across asset classes including PMS, AIFs, Bonds and Mutual Funds.
• Advise clients on suitable wealth products based on goals and risk appetite.
• Serve as a trusted advisor, ensuring high client satisfaction.
• Meet and exceed targets for asset mobilization, revenue, and activation.
• Stay updated on market trends and new offerings to provide insights.

Skills

Communication

Interpersonal skills

Negotiation

Financial products

Relationship management

Education

Finance/Commerce degree

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

• Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.
• Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.
• Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction.
• Meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients (Market Intelligence).

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.