Wealth Manager

Motilal Oswal Financial Services Ltd; Rajkot; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Motilal Oswal Financial Services is expanding its Wealth Management team and seeks a Wealth Manager to acquire, manage and grow an HNI/UHNI client base. You will provide end-to-end tailored wealth management solutions to help clients achieve their financial goals.

You will build and manage diversified portfolios across asset classes including PMS, AIFs, bonds, mutual funds, insurance, and unlisted shares, while guiding clients with expert product advice and proactive market insights.

Responsibilities

• Client Acquisition: Drive growth by acquiring new HNI/UHNI clients through strategic networking, references, cold calling, and market mapping.
• Portfolio Management: Build and actively manage diverse client portfolios across multiple asset classes, including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
• Expert Product Advisory: Guide clients toward the most suitable wealth products based on a deep understanding of their financial goals, risk appetite, and investment horizons.
• Relationship Management: Serve as a trusted, long-term financial partner, ensuring the highest degree of customer satisfaction.
• Revenue Generation: Consistently meet and exceed targets for asset mobilization, revenue generation, and client activation.
• Market Intelligence: Stay ahead of the curve on market trends, macroeconomic updates, and emerging product offerings to provide insightful, proactive recommendations.

Job description

Company Name - Motilal Oswal Financial Services

We are expanding our Wealth Management team and looking for a Wealth Manager to acquire, manage, and grow a high-net-worth (HNI/UHNI) client base. In this role, you will be the trusted advisor offering end-to-end, tailored wealth management solutions to help clients achieve their financial goals.

What You'll Do

Client Acquisition: Drive growth by acquiring new HNI/UHNI clients through strategic networking, references, cold calling, and market mapping.

Portfolio Management: Build and actively manage diverse client portfolios across multiple asset classes, including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Expert Product Advisory: Guide clients toward the most suitable wealth products based on a deep understanding of their financial goals, risk appetite, and investment horizons.

Relationship Management: Serve as a trusted, long-term financial partner, ensuring the highest degree of customer satisfaction.

Revenue Generation: Consistently meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence: Stay ahead of the curve on market trends, macroeconomic updates, and emerging product offerings to provide insightful, proactive recommendations.