Portfolio Advisor
KG Engineering & ConsultancyRepublic Of India, IN2 days ago
Job descriptionProven 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
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 :
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Portfolio • Republic Of India, IN
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