Wealth Manager

Motilal Oswal Financial Services Ltd; Pune District; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A leading financial services company in Pune is seeking a Senior Talent Acquisition Professional. The role involves managing relationships with Affluent clients, advising on investments, and conducting business development activities. Ideal candidates should have experience in full-cycle recruitment and a strong understanding of financial markets. This is a full-time position at the mid-senior level, suitable for professionals passionate about financial services and client management.

Qualifications

• Experience in full-cycle recruitment and employer branding.
• Strong relationship management skills with affluent clients.
• Knowledge of financial markets and investment opportunities.

Responsibilities

• Manage existing Affluent and Super Affluent clients and build a client book.
• Advise clients on investments and manage their financial portfolios.
• Conduct business development activities like seminars and workshops.

Job description

Direct message the job poster from Motilal Oswal Financial Services Ltd

Senior Talent Acquisition Professional | Expert in Full-Cycle Recruitment | Employer Branding | Workforce Planning

Responsibilities

• Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
• Maintaining client relationships and generate AUM from preferred clients.
• Advising Affluent clients on their investments and managing their overall financial portfolio and deepening the wallet from existing clients.
• Track the Affluent & Super Affluent Client segment in the market for new client acquisition.
• To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients' portfolios.
• To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
• To conduct and assist in organizing seminars, workshops and other business development activities.

To schedule your interview, send your CV through WhatsApp (number mentioned below)

HR Avdhut: 7796426971

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Financial Services, Banking, and Investment Banking