Wealth Manager

Company Name: Motilal Oswal Financial Services Limited Position: Wealth Manager Location: Borivali & Fort Role Overview We are seeking an experienced Wealth Manager to manage and grow relationships with Affluent and High-Net-Worth Individual (HNI) clients. The ideal candidate will provide strategic investment guidance, drive portfolio growth, and deliver personalized wealth management solutions. Key Responsibilities Manage and expand relationships with Affluent and HNI clients Drive Assets Under Management (AUM) growth Provide customized investment and financial planning solutions Acquire new clients through referrals and business development activities Monitor market trends and recommend suitable investment opportunities Work closely with internal teams to deliver tailored client solutions Maintain high standards of client satisfaction and retention Ensure compliance with all regulatory and organizational requirements Requirements Experience in Wealth Management, Banking, Financial Services, or Investment Advisory Strong understanding of financial markets and investment products Existing HNI client relationships preferred Strong communication and relationship management skills Proven ability to achieve business targets To schedule your interview Call or send your CV through WhatsApp (number mentioned below) HR Avdhut : 7796426971