Job Description
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