No longer accepting applications
Wealth Manager
Motilal Oswal Financial Services LtdMalappuram, IN1 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 : 7796426971
Create a job alert for this search
Wealth Manager • Malappuram, IN
Related jobs
- Promoted
VP - UHNI Engagement
ATRIOS ConsultingKozhikode, 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 moreLast updated: 9 days ago
- Promoted
- New!
Financial Planning and Analysis Manager
redBusMalappuram, IN In this role the person will lead planning, forecasting and financial analysis for redBus.The person will also support inorganic and other strategic initiatives of the company.The person will be re...Show moreLast updated: 3 hours ago
- Promoted
Wealth Management Advisor
Anand Rathi Share and Stock Brokers LtdKozhikode, Republic Of India, IN The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
- New!
Donor Relations & Partnerships Associate
Leap 300Kozhikode, IN 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 moreLast updated: 3 hours ago
- Promoted
- New!
Relationship Manager - Sourcing
R.D. Brothers PropertiesThrissur, IN Hiring - Sales Sourcing Manager (Residential Real Estate Broking Business).Experience : 3–5 years in Residential Real Estate Broking Business (CP experience).
Role Overview : We’re seeking a passionat...Show moreLast updated: 3 hours ago
- Promoted
- New!
Talent Acquisition Manager ( Lateral )
TPMalappuram, IN Managing a team of recruiters aligned to support / lateral hiring for BPO.Working closely with the team & stakeholders to close positions within specified timelines.
Build, maintain and engage a str...Show moreLast updated: 3 hours ago
- Promoted
Private Wealth Management Specialist
TekPillar®kozhikode, kerala, in Years in Private Wealth Management.Based on current CTC and interview.We are hiring experienced Relationship Managers for our Private Wealth Division.
The ideal candidate will have strong experience...Show moreLast updated: 9 days ago
- Promoted
Relationship Manager
The Wedding CompanyKozhikode, IN We are seeking dynamic and results-driven Relationship Managers to join our team specializing in high Average Selling Price (ASP) wedding services.
As RM, you will be responsible for cultivating rel...Show moreLast updated: 30+ days ago
- Promoted
- New!
Manager Partnerships & Alliances
National Road Safety MissionKozhikode, IN Hiring : Manager – Partnerships & Alliances (2–5 Years).National Road Safety Mission (NRSM).India’s largest structured road-safety education program for children & youth.
Manager – Partnerships & All...Show moreLast updated: 3 hours ago
- Promoted
Preferred Relationship Manager
Anand Rathi Share and Stock Brokers LtdKozhikode, Kerala, India The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client.
S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
- Promoted
Wealth Manager
Grip InvestKozhikode, IN Acquire and manage a portfolio of.HNIs / UHNIs, Retail Affluent, and Corporate clients.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PM...Show moreLast updated: 30+ days ago
- Promoted
- New!
Wealth Manager
Tipsons GroupMalappuram, IN Dealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD).End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business tar...Show moreLast updated: 3 hours ago
- Promoted
Urgent Opening- Sr Manager / Chief Manager- Wealth Management
Bajaj Capital LtdKozhikode, IN Designation- Sr Manager / Chief Manager / Wealth Management.Develop and provide solutions to the client’s basis their requirements.
Conduct timely and regular follow-up with the leads and tag them on ...Show moreLast updated: 30+ days ago
- Promoted
- New!
Corporate Social Responsibility Manager
ArthanKozhikode, IN CSR Project Manager – GreenTech Startup | Indore, MP (On-site).CSR Project Management / Corporate Partnerships / Business Development.
CSR | Social Impact | Sustainability.We’re partnering with a mi...Show moreLast updated: 3 hours ago
- Promoted
- New!
Relationship Manager
Impetus Career ConsultantsKozhikode, IN Job Description Job Title : Relationship Manager– LRD / Developer Finance Grade Range : L6M / L7M Current Job Holder Name : Department : Reports to : Zonal / Regional Business Head – LRD Location : Regional O...Show moreLast updated: 3 hours ago
- Promoted
- New!
Performance Marketing Manager Lead – Digital Personal Loans
Apollo FinvestThrissur, IN Performance Marketing Manager Lead – Digital Personal.NBFC or Fintech (must have experience acquiring.Apollo Finvest is looking for a Performance Marketing Manager who’s obsessed with.This role is ...Show moreLast updated: 3 hours ago
- Promoted
- New!
Learning and Development Manager
Forvis Mazars in the UKMalappuram, IN The purpose of the Leaning & Development advisor role is to effectively coordinate learning interventions and facilitate L&D programmes within Forvis Mazars to ensure a great learning experience an...Show moreLast updated: 3 hours ago
- Promoted
Financial Planning and Analysis Manager
BrightEdgeThrissur, 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 moreLast updated: 30+ days ago