Wealth ManagerMotilal Oswal Financial Services Ltd • davanagere, India
No longer accepting applications
Wealth Manager
Motilal Oswal Financial Services Ltd • davanagere, India
1 day ago
Job descriptionAdvise 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. Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based on client profiles and market outlook. Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing. Ensure adherence to regulatory guidelines and internal compliance standards. Meet revenue, asset mobilization, and client activation targets. Stay updated on market trends and new products to deliver timely insights.
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
Financial Planning & Product Suitability
Performance Tracking & Compliance
Business Growth & Market Intelligence
Huge Incentives and Appraisals.
To schedule your interview send your CV through WhatsApp (number mentioned below)
HR Avdhut :
Create a job alert for this search
Wealth Manager • davanagere, India
Related jobs
PPC / Growth Manager
Quicklly • shimoga, karnataka, 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 more
Last updated: 30+ days ago • Promoted
Growth Manager
Lxme • davanagere, karnataka, in
LXME is India’s first comprehensive financial ecosystem designed exclusively for women — empowering them to earn, spend, save, and invest with confidence.
From LXME Pay (our UPI-led payments platfor...Show more
Last updated: 25 days ago • Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
Confidential • Chitradurga, India
We are seeking a high-performing and customer-focused Elite Relationship Manager to manage and grow relationships with High Net Worth (HNW) clients.
This role involves acquiring new clients, deepeni...Show more
Last updated: 10 days ago • Promoted
Financial Planning and Analysis Manager
BrightEdge • Shimoga, IN
BrightEdge is a leading enterprise SEO and content performance platform trusted by over 1,500 global brands including Microsoft, Adobe, and Marriott.
What makes BrightEdge special is our innovative ...Show more
Last updated: 30+ days ago • Promoted
Manager Partnerships & Alliances
National Road Safety Mission • Shimoga, IN
Hiring : Manager – Partnerships & Alliances (2–5 Years).Gurugram (Onsite / Work from Office).National Road Safety Mission (NRSM).
India’s largest structured road-safety education program for children &...Show more
Last updated: 2 days ago • Promoted
Relationship Manager
Confidential • Shimoga, India
At Niva Bupa, our purpose is 'to give every Indian the confidence to access the best healthcare' by empowering them with knowledge, guiding them with expertise, and providing them with a gamut of s...Show more
Last updated: 15 days ago • Promoted
Acquisition Manager
Motilal Oswal Financial Services Ltd • Davanagere, 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 more
Last updated: 1 day ago • Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCO • Shimoga, 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 more
Last updated: 6 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 more
Last updated: 30+ days ago • Promoted
Affiliate Marketing Manager
SuperAGI • shimoga, karnataka, in
SuperAGI is pioneering the future of Artificial General Intelligence with groundbreaking research and innovative AI products.
Our mission is to transform the future of applications through intellige...Show more
Last updated: 6 days ago • Promoted
VP - UHNI Engagement
ATRIOS Consulting • Shimoga, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show more
Last updated: 11 days ago • Promoted
Relationship Manager
AAA Global • davangere, karnataka, in
Relationship Manager – Wealth Management.The ideal candidate will have an existing client base of.You will be responsible for managing and growing client portfolios, identifying investment opportun...Show more
Last updated: 6 days ago • Promoted
Manager - Business Development (Permanent Staffing)
Talentoj • davangere, karnataka, in
Manager – Client Onboarding & Success (Permanent Staffing).Work Mode : Work From Home (WFH).Location Preference : Open (Head Office : Haldwani, Uttarakhand).
Compensation - Fix + Incentives + Bonus.At ...Show more
Last updated: 11 days ago • Promoted
Affiliate & Retention Manager (Igaming)
Valor.Partners • Shimoga, Republic Of India, 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 more
Last updated: 2 days ago • Promoted
Vp - Uhni Engagement
ATRIOS Consulting • Shimoga, Republic Of India, IN
We are #hiring for a leading NGO!.Lead and expand the organisation’s major-donor and family-foundation fundraising efforts, aligning key stakeholders to our mission and driving long-term philanthro...Show more
Last updated: 11 days ago • Promoted
Affiliate Manager
NDA • Shimoga, Republic Of India, IN
We are looking for an Affiliate Manager to lead the launch and development of affiliate operations in.Bengali-speaking market (region of West Bengal / Kolkata).
This is a key role for a motivated prof...Show more
Last updated: 5 days ago • Promoted
Talent Manager
Looktara • Davangere, Republic Of India, IN
At Looktara, we’re redefining what personal branding looks like in the age of AI.We help creators, founders, and professionals get studio-quality photos in seconds.
We’re now looking for Talent Mana...Show more
Last updated: 5 days ago • Promoted
Global Learning & Development (L&D) Manager
Office Beacon ASPL • shimoga, karnataka, in
Global Learning & Development (L&D) Manager.Own our global learning ecosystem frameworks, curriculum, platforms, and forums to upskill employees and leaders and drive measurable performance.Build a...Show more
Last updated: 11 days ago • Promoted