Company Name: Motilal Oswal Financial Services Limit (MOFSL)
Location - Bengaluru, Chennai
Profile - Wealth Manager
Key Responsibilities:
Client Acquisition & Relationship Management
- Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.
- Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.
Investment Advisory & Portfolio Management
- Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
- Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon.
Financial Planning & Product Suitability
- Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning.
- Recommend appropriate investment solutions based on client profiles and market outlook.
Performance Tracking & Compliance
- Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing.
- Ensure adherence to regulatory guidelines and internal compliance standards.
Business Growth & Market Intelligence
- Meet revenue, asset mobilization, and client activation targets.
- Stay updated on market trends and new products to deliver timely insights.
Huge Incentives and Appraisals.
To schedule your interview, send your CV through WhatsApp (number mentioned below)
HR Avdhut: 7796426971
