Wealth Manager
Wealth Manager
Motilal Oswal Fin Ser- Posted 20 hours ago
- Be among the first 10 applicants
Job Description
We're Hiring: Wealth Manager
We are looking for a dynamic and result-oriented Wealth Manager to join our team.
Location : Gujarat
Key Responsibilities:
- Acquire and develop HNI/UHNI client relationships.
- Manage client portfolios across Mutual Funds, PMS, AIFs, Bonds, Unlisted Shares, and Insurance.
- Recommend suitable investment solutions based on client needs and risk profiles.
- Drive revenue generation, asset mobilization, and business growth.
- Build long-term client relationships and stay updated on market trends.
Requirements:
- Graduate/Postgraduate in Finance, Commerce, or a related field.
- 3–6 years of experience in Wealth Management or Private Banking.
- Strong communication, sales, and relationship management skills.
- Good knowledge of financial products and investment markets.
Interested candidates can share their resumes or DM us to apply.
To schedule an interview, please send your CV via WhatsApp to
HR Siddhi : 7030023416
More Info
Key Skills
About Company
Skills:
Portfolio Management Services (PMS), Mutual Funds, NISM certification for Mutual Funds and PMS, Fintech, Digital investment solutions, Wealthtech
Skills:
Aif, Smallcase, Equity Markets, relationship management, PMS, client acquisition, Investment Advisory, NISM certification
Skills:
Portfolio Management Services (PMS), Excel, Powerpoint, CRM
Skills:
Life Insurance Sales, Insurance Sales, Field Sales
Early Applicant
Skills:
Financial Services, Financial Advisory, AMFI-related qualifications, Wealth Management, Finance, Mutual Funds, Insurance knowledge