Wealth Manager (Hiring for Motilal Oswal Wealth Management )

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as corporates and institutions with a focus on long-term wealth creation through knowledge and research-backed advice. And they are hiring for Wealth Manager for Mumbai Location .

Key Responsibilities :

Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore

Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’

Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions

Build and maintain strong relationships with HNI / UHNI clients .

Coordinate with internal teams (trading, research, product) for seamless service delivery .

Actively cross-sell across products to drive revenue and advisory impact .

Key Skills & Qualifications :

Proven portfolio management with book ≥₹20 CR in HNI / UHNI domain

Background in wealth-channel sourcing and managing premium client segments

Strong product knowledge : cash, derivatives, alternate investments, structured products

Excellent communication, interpersonal skills, and client orientation

Ability to work in co-ordination with internal teams to fulfil client needs KPIs & Targets :

Book growth—₹20 CR minimum with incremental AUM

New HNI / UHNI acquisition numbers  Cross-sell ratio across financial product suite

Client satisfaction and retention metrics