No longer accepting applications
Wealth Manager
Motilal Oswal Financial Services Ltdkozhikode, India7 days 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 • kozhikode, India
Related jobs
)
)
- Promoted
Acquisition Manager
Motilal Oswal Financial Services LtdMalappuram, 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: 7 days ago
- Promoted
Wealth Advisory | MF | AIF | PMS | Stock
Dhan SaarthiKozhikode, 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: 1 day ago
- Promoted
Partnership & Product Development Manager
DOOR International South East AsiaMalappuram, 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: 1 day ago
- Promoted
Affiliate & Retention Manager (iGaming)
Valor.PartnersMalappuram, 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: 8 days ago
- Promoted
Business Development Manager - US Staffing (B1 visa in 1 year)
Cortex Consultants LLCKozhikode, 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: 2 days ago
- Promoted
Elite Relationship Manager-Household-BRANCH BANKING-Relationship Management
ConfidentialKozhikode / Calicut, Kozhikode 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 moreLast updated: 21 days ago
- Promoted
Innovation & Entrepreneurship Mentor
ConfidentialKozhikode / Calicut, Kozhikode, India Innovation & Entrepreneurship Mentor.Hilite Business Park ,Kozhikode, Kerala (On-site).YoungMinds is an EdTech initiative helping children (ages 8–15) develop .
Innovation, Entrepreneurship, and STE...Show moreLast updated: 21 days ago
- Promoted
Business Development Manager
Hirestar job BankKozhikode, Kerala, India Urgent Hiring in Real Estate Industry!!!!!.Position : Business Development Manager.Experience : 5-10 years in real estate with Calicut market knowledge.
Location : Calicut(Remote Working).Graduation : Ba...Show moreLast updated: 30+ days ago
- Promoted
Manager Partnerships & Alliances
National Road Safety MissionMalappuram, 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 moreLast updated: 8 days 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
- New!
Affiliate Marketing Manager
AppsClicksMalappuram, 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: 13 hours ago
- Promoted
Relationship Manager
ConfidentialVadakara, Vatakara / Vadakara, India Nika Online Pvt Ltd is an Internet company offering a variety of platforms accessible from the comfort of your home.Its flagship brand, waytonikah.
The company delivers matchmaking, marriage-related...Show moreLast updated: 11 days ago
- Promoted
Senior Manager- Learning & Development
ConfidentialKozhikode / Calicut Evaluate individual and organizational development needs to deliver appropriate e-learning courses.Ensure that the company meet its objectives by developing & implementing high impact learning & de...Show moreLast updated: 30+ days ago
- Promoted
Business Development Partner (Commission-Based)
im24x7 Delta Solutions FZCOKozhikode, 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: 12 days ago
- Promoted
Consulting Manager – Digital Adoption Platform (DAP) Strategy & Leadership
ISG (Information Services Group)Kozhikode, 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
Affiliate Manager - Lead Generation
Crossblade Media LLCKozhikode, 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: 1 day ago
- Promoted
- New!
Training and Development Manager
JoVEkozhikode, kerala, in We’re seeking a results-driven Training & Development Specialist to lead the design and delivery of high impact learning programs across our global organization.
The ideal candidate will proactively...Show moreLast updated: 15 hours ago
- Promoted
Consulting Manager – Digital Adoption Platform (Dap) Strategy & Leadership
ISG (Information Services Group)Kozhikode, Republic Of India, IN 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 moreLast updated: 30+ days ago