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Wealth Manager
Motilal Oswal Financial Services Ltdkolhapur, India4 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 :
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Wealth Manager • kolhapur, India
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