Wealth Manager

Company:

Motilal Oswal Financial Services
Role:

Wealth Manager
Location:

Bengaluru

Key Responsibilities
Manage and strengthen relationships with Affluent and HNI clients.
Drive Assets Under Management (AUM) growth and increase client wallet share.
Provide personalized investment and wealth management solutions.
Acquire new clients through referrals, networking, and market mapping.
Track market developments and offer relevant investment recommendations.
Coordinate with research, advisory, and product teams to deliver customized solutions.
Ensure high levels of client retention and satisfaction.
Adhere to all regulatory, compliance, and organizational policies.

Candidate Requirements
Experience in Wealth Management, Banking, Financial Services, or Investment Advisory.
Strong understanding of financial markets, investment products, and portfolio management.
Existing HNI/Affluent client network is an added ...