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 ...