Wealth Manager

Motilal Oswal Financial Services Ltd · India, India, India

Location
India
Job Type
Full-time
Posted
June 20, 2026

Job Description

Company Name: Motilal Oswal Financial Services Limited

Position: Wealth Manager

Location: Borivali & Fort


Role Overview

We are seeking an experienced Wealth Manager to manage and grow relationships with Affluent and High-Net-Worth Individual (HNI) clients. The ideal candidate will provide strategic investment guidance, drive portfolio growth, and deliver personalized wealth management solutions.


Key Responsibilities

  • Manage and expand relationships with Affluent and HNI clients
  • Drive Assets Under Management (AUM) growth
  • Provide customized investment and financial planning solutions
  • Acquire new clients through referrals and business development activities
  • Monitor market trends and recommend suitable investment opportunities
  • Work closely with internal teams to deliver tailored client solutions
  • Maintain high standards of clien...

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