Wealth Manager @Motilal Oswal

4 - 9 years

15 - 20 Lacs

Bangalore Rural, Bengaluru

Posted:1 day ago| Platform: Naukri logo

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Skills Required

Wealth Management Demat Portfolio Management HNI Sales Relationship Management Ntfs MF Investment Advisory HNI Acquisition RM HNI Client Handling Brokerage

Work Mode

Work from Office

Job Type

Full Time

Job Description

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

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Bossberry Learning
Bossberry Learning

Education Administration Programs

pune Maharashtra

11-50 Employees

96 Jobs

    Key People

  • Sarah Johnson

    CEO
  • David Smith

    CTO

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