Senior Wealth ManagerMotilal Oswal Financial Services Ltd • panipat, haryana, in
No longer accepting applications
Senior Wealth Manager
Motilal Oswal Financial Services Ltd • panipat, haryana, in
13 hours 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.
Company Name : Motilal Oswal Financial Services Limit (MOFSL)
Location - Bengaluru, Chennai
Profile - Wealth Manager
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 : 7796426971
Create a job alert for this search
Wealth Manager • panipat, haryana, in
Related jobs
)
)
Senior Corporate Recruiter
Staffingine LLC • panipat, haryana, in
Complete Candidate Requirements : .Must demonstrate consistent tenure; frequent job hoppers will not be considered.Mandatory prior experience working with.
Candidates with recruitment experience in ot...Show more
Last updated: 2 days ago • Promoted
Senior T24 Developer - Investment Banking
Systems Limited • Panipat, India
We are seeking an experienced T24 Technical Developer with over 5 years of experience in Temenos Transact (T24) development, customization, and support—preferably with R23 and the latest rel...Show more
Last updated: 8 days ago • Promoted
Principal Portfolio Manager
Artha Group • panipat, haryana, in
Artha Group is a performance-first investment house managing ₹1,500 crores across domestic and international investment vehicles, including Category I & II AIFs, LLPs, and Private Limited companies...Show more
Last updated: 3 days ago • Promoted
Wealth Management Intern
Zetheta Algorithms Private Limited • Panipat, India
ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Portfolio Ma...Show more
Last updated: 2 hours ago • Promoted • New!
Senior Business Professionals (Paid Consultancy Opportunity)
RONIN Studies • panipat, haryana, in
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa...Show more
Last updated: 16 days ago • Promoted
Manager Sales Enablement and Training- US
Interview Kickstart • panipat, haryana, in
Kindly note : This is a remote role that requires working during U.Please apply only if you're comfortable with the night shift.
Interviews can be hard, especially at top tech companies like.Many can...Show more
Last updated: 2 days ago • Promoted
Senior Lead Financial Planning & Analysis
BrowserStack • Panipat, India
This is a remote role, but the candidate must be based in Mumbai.BrowserStack is looking for a Sr.Lead - FP&A to steer the MIS, Budgeting and reporting process.
This role will report to the Sr.Th...Show more
Last updated: 4 days ago • Promoted
Senior Associate, Data Management
KMK Consulting Inc. • Panipat, India
KMK is a global data analytics and technology consulting company empowering leaders across the Life Sciences industries to make better data-driven decisions.
Our data analytics and software platform...Show more
Last updated: 30+ days ago • Promoted
Wealth Manager
Questa Search Partner • Panipat, India
Key Responsibilities Business Development & Sales - Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).Achieve ...Show more
Last updated: 4 days ago • Promoted
Sr. Business Development Manager - US Staffing
Recfront • panipat, haryana, in
Recfront Talent Advisory helps high growth companies build strong teams across the US, UAE, India and Canada.We specialize in recruitment for technology, consulting and emerging industries, support...Show more
Last updated: 3 days ago • Promoted
Senior Investment Professional
SLK • Panipat, India
Job Description – Senior Investment Professional.Job Title : Senior Investment Professional.Location : Remote work based in India (Full-Time).
SLK is a specialist climate change and healthcare advis...Show more
Last updated: 4 days ago • Promoted
Senior Manager, New Initiatives
Knowledge Networks • Panipat, India
Location : Flexible (Remote) | Employment Type : Full-Time | Reports To : Founder & President.Knowledge Networks (KN) is a global platform driving responsible AI governance and enterprise AI le...Show more
Last updated: 8 days ago • Promoted
Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership
ISG (Information Services Group) • Panipat, India
Website : 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 t...Show more
Last updated: 4 days ago • Promoted
Senior Manager
Lactalis India • Panipat, India
Description : Manager – Accounts Payable & Accounts Receivable (Shared Services).Department : Finance Shared Services.Reports To : Head – Finance & Accounts.
Location : Lactalis India, Chennai.To lead a...Show more
Last updated: 8 days ago • Promoted
Senior Manager – Strategic Finance
Air India SATS Airport Services Private Limited (AISATS) • Panipat, India
ABOUT AIR INDIA SATS AIRPOST SERVICES PRIVATE.AISATS, a leading gateway services provider in India, is a 50-50 joint venture between Air India Limited (a part of the TATA Group) and SATS Limited, a...Show more
Last updated: 8 days ago • Promoted
Wealth Manager
Confidential • Panipat, India
Acquire new customers for portfolios, insurance, mutual funds, FDs, and NCDs (upon launch).Achieve monthly and quarterly sales targets across product categories.
Utilize both personal client network...Show more
Last updated: 2 days ago • Promoted
Donor Relations & Partnerships Associate
Leap 300 • Panipat, India
JD : Donor Relations & Partnerships Associate.Leap 300 : Non-Governmental Organisation (NGO).A high-impact sales and partnerships role for someone who thrives on building relationships, driving renew...Show more
Last updated: 4 days ago • Promoted
Senior Sales Development Representative
BioSales • Panipat, India
Senior Sales Development Representative.BioSales partners with CROs and other service-based life science organizations to provide end-to-end sales and go-to-market support leading the entire sales ...Show more
Last updated: 4 days ago • Promoted