Wealth Manager @Motilal Oswal

Responsibilities:

Acquire affluent and HNI clients.

Build long-term customer relationships.

Increase Assets Under Management (AUM).

Sell Mutual Funds, SIPs, Demat, PMS, and Insurance.

Generate business through self-sourcing and company data.

Deliver investment advice based on customer requirements.

Candidate Profile:

Graduate/MBA preferred.

Experience in Wealth Management, Banking, or Financial Services.

Knowledge of Mutual Funds, Equity, Insurance, and Investment Products.

Strong communication and negotiation skills.

Salary:

As per current CTC + incentives.Role & responsibilities

HR Priyanka: [phone removed]