Wealth Manager
Search Jobs
Search by job, company or skills
Search by job, company or skills
Company Name : Motilal Oswal Financial Services
Role : Relationship Manager
Location: Mysuru
Key Responsibilities
* Acquire new clients in the Affluent & Super Affluent segment through open market and existing network.
* Build and manage a strong portfolio of high-value clients.
* Maintain relationships and grow AUM by cross-selling financial products.
* Provide investment advisory services based on client risk profile and financial goals.
* Track and identify potential clients in the target segment for new business acquisition.
* Stay updated on financial markets, investment products, and industry trends.
* Coordinate with internal product and research teams (Centralized CFP Team) for informed investment decisions.
* Conduct and support seminars, workshops, and other business development initiatives.
* Deepen client engagement to increase wallet share and overall portfolio value.
Interested candidates can apply now. For interview scheduling and further details,
HR Siddhi: 7030023416
Job ID: 152951125
Skills:
Revenue & Target Management, Sales, Client Relationship Management, Product Knowledge, Investment Advisory, Business Development
Skills:
Investment Management, Estate planning, risk management, tax optimization, investment products, Financial Markets, regulatory frameworks, Financial Planning
Skills:
Nism, Market Trends, Financial Advisory, Investment Solutions, CFP
Skills:
debt market, Goal based Investing, Tax Planning, Financial Products, Health Insurance, Mutual Funds, retirement planning, Financial Markets, Financial Planning, Wealth Management
Skills:
Excel, Private Banking, Mutual Funds, Compliance, Portfolio Management, Operational Risk Management, Powerpoint, AIFs, Investment Solutions, Financial Advisory, Financial Reporting, Fixed Income, Wealth Management, PMS
