No longer accepting applications

Wealth Manager

Motilal Oswal Financial Services LtdDavangere, Republic Of India, IN

10 days ago

Job description

Key Responsibilities :

Client Acquisition & Relationship Management

Acquire and onboard HNI / UHNI clients via referrals, networking, and market mapping.
Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.

Investment Advisory & Portfolio Management

Advise clients across asset classes : PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon.

Financial Planning & Product Suitability

Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning.

Recommend appropriate investment solutions based on client profiles and market outlook.

Performance Tracking & Compliance

Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing.

Ensure adherence to regulatory guidelines and internal compliance standards.

Business Growth & Market Intelligence

Meet revenue, asset mobilization, and client activation targets.

Stay updated on market trends and new products to deliver timely insights.

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)

HR Avdhut : 7796426971

Create a job alert for this search

Wealth Manager • Davangere, Republic Of India, IN

Related jobs

Promoted

Senior T24 Developer - Investment Banking

Systems LimitedShimoga, IN

The ideal candidate will possess strong technical expertise in.Securities workflows, Temenos API frameworks, and system integrations. This role involves leading the end-to-end delivery of T24 techni...Show moreLast updated: 10 days ago

Promoted

Partnership & Product Development Manager

DOOR International South East AsiaShimoga, IN

DOOR International Southeast Asia.Partnerships C Product Development Manager.Remote – Mumbai / Bangalore / Delhi / Vadodara. B2B / Professional Services / Learning C Development / Consulting.We are seekin...Show moreLast updated: 2 days ago

Promoted

Affiliate Marketing Manager

AppsClicksShimoga, IN

AppsClicks is a leading mobile performance marketing agency that uses AI, machine learning, and data analytics to connect clients with the right users. With offices in Tel Aviv and Lisbon, we delive...Show moreLast updated: 1 day ago

Promoted

Business Development Partner (Commission-Based)

im24x7 Delta Solutions FZCODavanagere, IN

AI, Cloud, Mobile, and Web Engineering.Business Development Professionals.Commission-Based or Partnership Model.This is an entrepreneurial opportunity to work directly with our leadership team and ...Show moreLast updated: 14 days ago

Promoted

Manager, Growth Marketing - Web Acquisition

MavlersShimoga, IN

Full-Time Employee Based Contract.AM to 3 : 00 PM IST (USA based client).Immediate Joiners OR 15 Days (1st Choice ONLY).Little Passports is seeking a strategic, analytical, and performance-driven.In ...Show moreLast updated: 2 days ago

Promoted

Talent Acquisition Manager

ZentoroShimoga, IN

For 5+ years, Zentoro has been connecting the right people to the right opportunities across IT & Non-IT sectors in India. Talent Acquisition Manager / HR Manager and Recruiters.Drive end-to-end recru...Show moreLast updated: 30+ days ago

Promoted

Manager - Mobile Campaign Delivery

APPUPDavanagere, IN

APPUP is one of the rapidly growing ad-network in APAC, LATAM & MENA regions, with 500+ direct advertisers across the globe and 5000+ publishers, looking for an Affiliate Manager.Global ) to join o...Show moreLast updated: 6 days ago

Promoted
New!

Wealth Manager / Sr Wealth Manager

Dhan SaarthiShimoga, IN

Dhan Saarthi is an investing platform dedicated to prioritizing the needs of investors.The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solu...Show moreLast updated: 9 hours ago

Promoted

Acquisition Manager

Motilal Oswal Financial Services LtdDavanagere, IN

The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. Maintaining client relationships and generate AUM from...Show moreLast updated: 9 days ago

Promoted

Affiliate & Retention Manager (iGaming)

Valor.PartnersDavanagere, IN

We are looking for a specialist who can combine partner management with player retention.A strong understanding of the iGaming market, analytics, and effective communication is essential.Gaming in ...Show moreLast updated: 10 days ago

Promoted

Contract Lifecycle Manager

ORO LabsShimoga, IN

ORO Labs is an agentic procurement orchestration company on a mission to humanize the procurement experience.Founded in 2020 by former SAP Ariba product leaders, ORO delivers effortless user experi...Show moreLast updated: 3 days ago

Promoted

Product Development Manager – Recruitment Software (External Consultant)

Executive Tracks Associates Pvt. Ltd. (ETA)Shimoga, IN

Product Development Manager – Recruitment Software (External Consultant).Duration : Contract-based-Flexible.Experience : Minimum 8+ years in Recruitment Software / RMS Product Development.Recruitment...Show moreLast updated: 2 days ago

Promoted

Affiliate Manager - Lead Generation

Crossblade Media LLCDavanagere, IN

Affiliate Manager - Lead Generation.Crossblade Media LLC is a performance-based lead generation company serving the US market. We specialize in generating high-quality leads across multiple vertical...Show moreLast updated: 2 days ago

Promoted

Business Development Manager (US Staffing Services)

Integration International Inc.Shimoga, IN

Only candidates with proven experience in.Direct clients / MSP Experience.Applicants from other industries are requested. A brief introduction about our company.Integration InfoTech India P Ltd.We a...Show moreLast updated: 30+ days ago

Promoted

Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership

ISG (Information Services Group)Shimoga, IN

Leading Global Technology Research & Advisory Firm | ISG (isg-one.Wanted : dynamic and creative individuals ready to connect with a like-minded team. You’ll enjoy all the autonomy you need to help ou...Show moreLast updated: 30+ days ago

Promoted

Business Development Manager - US Staffing (B1 visa in 1 year)

Cortex Consultants LLCDavanagere, IN

Cortex Consultants LLC is a global workforce solutions provider and trusted partner in offshoring and staffing services.With over 15 years of experience, Cortex specializes in technology staffing a...Show moreLast updated: 3 days ago

Promoted

PPC / Growth Manager

QuickllyDavanagere, IN

Note : Immediate / 15 days Joining Only.Setting up Google AdWords and Bing campaigns by conducting target keyword research & writing relevant ad copies, whilst ensuring effective campaign and keyword ...Show moreLast updated: 30+ days ago

Promoted

Manager, Growth Marketing - Mobile Acquisition

MavlersDavanagere, IN

Full-Time Employee Based Contract.AM to 3 : 00 PM IST (USA based client).Immediate Joiners OR 15 Days (1st Choice ONLY).We are seeking a data-driven, and performance-oriented.HOMER (learn to read) an...Show moreLast updated: 2 days ago