Senior Wealth ManagerMotilal Oswal Financial Services Ltd • kanpur, uttar pradesh, in

No longer accepting applications

Senior Wealth Manager

Motilal Oswal Financial Services Ltd • kanpur, uttar pradesh, in

7 days ago

Job description

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

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 • kanpur, uttar pradesh, in

Related jobs

Senior Manager

Lactalis India • Kanpur, IN

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: 23 days ago • Promoted

Senior T24 Developer - Investment Banking

Systems Limited • Kanpur, 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 more

Last updated: 20 days ago • Promoted

Sr. Business Development Manager - Talent Acquisition

Recfront • Kanpur, 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: 1 day ago • Promoted

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

ISG (Information Services Group) • Kanpur, 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 more

Last updated: 30+ days ago • Promoted

Contract Lifecycle Manager

ORO Labs • Kanpur, 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 more

Last updated: 13 days ago • Promoted

Senior Business Professionals (Paid Consultancy Opportunity)

RONIN Studies • Kanpur, 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: 23 days ago • Promoted

Senior Manager – Strategic Finance

Air India SATS Airport Services Private Limited (AISATS) • Kanpur, IN

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: 22 days ago • Promoted

Business Development Manager (US Staffing Services)

Integration International Inc. • Kanpur, 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

Senior Change Manager

Wimmer Solutions • Kanpur, IN

At Wimmer Solutions, we believe care creates community.We work smart; we have built a reputation for results-oriented, innovative, business and technology solutions that help companies execute on t...Show more

Last updated: 23 days ago • Promoted

Senior Analyst

Branch International • Kanpur, IN

Branch is a leading AI-based lending fintech with 50M+ downloads across India and Africa.We use alternative data to reach millions of people that are largely excluded from the financial sector.Head...Show more

Last updated: 29 days ago • Promoted

Senior Manager - Sales ( SAAS and Enterprise)

Netradyne • Kanpur, IN

Computer Vision and Edge Computing to revolutionize the modern-day transportation ecosystem.We are a leader in fleet safety solutions. With growth exceeding 4x year over year, our solution is quickl...Show more

Last updated: 30+ days ago • Promoted

Senior Analyst - Performance Attribution, Malaysia

Invartis Consulting • Kanpur, IN

Job Location - Cyberjaya Malaysia.This role will require relocation to Malaysia.The position is not based in India.We are seeking to hire well experienced Techno-functional Investment Performance O...Show more

Last updated: 30+ days ago • Promoted

Senior Investment Professional

SLK • Kanpur, IN

Job Description – Senior Investment Professional.Senior Investment Professional.Remote work based in India (Full-Time).SLK is a specialist climate change and healthcare advisory firm dedicated to a...Show more

Last updated: 30+ days ago • Promoted

Senior Manager – CRM (Growth Marketing)

Emeritus • Kanpur, IN

Senior Manager – CRM (Growth Marketing).As a part of Emeritus, you’ll play a key role in shaping CRM strategy and execution to engage our expanding global learner base. The ideal candidate will comb...Show more

Last updated: 15 hours ago • Promoted • New!

Business Development Partner (Commission-Based)

im24x7 Delta Solutions FZCO • Kanpur, 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: 24 days ago • Promoted

Senior Financial Planning & Analysis (FP&A) Professional

Offshore Minds • Kanpur, IN

We partner with a diverse clientele of private equity investors, developers, and fund managers across the U.We are looking for a Senior FP&A Professional to join our high-performance team.You will ...Show more

Last updated: 8 days ago • Promoted

Managing Partner (Global Sales) - Global AI-Powered Tech Talent Startup

SkillsCapital • Kanpur, IN

Do you live and breathe B2B sales? Do you thrive where stakes are high, decisions are fast, and outcomes are directly tied to your impact? Are you looking for a high-autonomy leadership role where ...Show more

Last updated: 11 days ago • Promoted

Senior Associate, Data Management

KMK Consulting Inc. • Kanpur, IN

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