Jobs

Interviews
Job Alerts
Tools

Upskill and Grow with AI

Mock Interview Practice interviews in realistic simulations

Coding Practice Improve your coding skills with challenges

Certification Earn certifications to validate your skills

AI Learning Get trained with AI expert sessions

Career Path AI insights for smarter career decisions

AI Job Match Score AI-Powered Job Match Against Your Resume and Optimize Your Resume

Career Tools and Resources

Resume Builder Build Professional Resume with Ease

ATS Friendliness Check Check Resume Friendliness for Applicant Tracking Systems

Auto Apply Apply to hundreds of jobs on any platform effortlessly

Co-Pilot (Chrome Extension) Your AI Assistant for Seamless Browsing Efficiency

Interview Questions Streamline interviews with ready-to-use questions

Salaries Discover market-driven salary insights across skillsets and geographies

Companies Explore leading companies actively hiring talent
For Employers

Jobs

Interviews

Wealth Manager

Motilal Oswal Financial Services (MOFSL)

3 - 8 years

8 - 14 Lacs

bangalore rural bengaluru

Posted:22 hours ago| Platform:

Apply

Skills Required

new client acquisition mutual funds sales hni acquisition revenue generation wealth management client acquisition cross sales third party products equity franchise demat hni sales financial planning equity sales franchisee acquisition demat account opening dmat

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities:

Client Acquisition & Relationship Management

Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.
Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.

Investment Advisory & Portfolio Management

Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance.
Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon.

Financial Planning & Product Suitability

Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning.
Recommend appropriate investment solutions based on client profiles and market outlook.

Performance Tracking & Compliance

Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing.
Ensure adherence to regulatory guidelines and internal compliance standards.

Business Growth & Market Intelligence

Meet revenue, asset mobilization, and client activation targets.
Stay updated on market trends and new products to deliver timely insights.

Huge Incentives and Appraisals.

To schedule your interview send your CV through WhatsApp (number mentioned below)

More Jobs at Motilal Oswal Financial Services (MOFSL)

Commodity Advisor @Motilal Oswal

Bengaluru, Bangalore Rural

1 - 4 yrs

INR 3 - 5 Lacs

PCG Equity Advisor@Motilal Oswal

Bengaluru, Bangalore Rural

5 - 10 yrs

INR 5 - 13 Lacs

Executive - Relationship Manager (Sales) (Male Preferred)

Chengalpattu, Sriperumbudur, Chennai

Experience: Not specified

INR 2 - 5 Lacs

Executive - Relationship Manager (Sales) (Male Preferred)

Gondal, Rajkot, Chotila

Experience: Not specified

INR 2 - 5 Lacs

Retail Investment Advisor@Motilal Oswal - Borivali

Mumbai, Mumbai Suburban, Mumbai (All Areas)

1 - 5 yrs

INR 3 - 5 Lacs

Mock Interview

Practice Video Interview with JobPe AI

Start Job-Specific Interview

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.