Senior Wealth Manager@MOT at Credicus… · Ahmedabad

Company Name: Motilal Oswal Financila services

Position Title: Wealth Manager

Role Summary:

We are looking for a dynamic and driven Wealth Manager to acquire, manage, and grow a high-net-worth client base.

Key Responsibilities:

1. Client Acquisition:

Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping.

2.Portfolio Management:

Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.

3.Product Advisory:

Advise clients on suitable wealth products based on their financial goals, risk appetite, and investment horizon.

4.Relationship Management:

Serve as a trusted advisor to clients, ensuring a high degree of customer satisfaction

5.Revenue Generation:

Meet and exceed targets for asset mobilization, revenue generation, and client activation.

Market Intelligence:

Stay updated on market trends, economic updates, and new product offerings to provide insightful recommendations to clients.

Regards & Contact

share your updated cv on below number

HR Priyanka-7875990932