Wealth Manager
Business Services · Pune · onsite · Posted 48d ago
₹3.0L - ₹7.0L PA1–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Company: Motilal Oswal
Manage Affluent & Super Affluent clients, acquire new clients, build AUM, advise on investments manage portfolios, track market trends, coordinate with CFP/product teams, and support seminars and business development activitie
Good knowledge of equity markets and financial products.
Manage Affluent & Super Affluent clients, acquire new clients, build AUM, advise on investments manage portfolios, track market trends, coordinate with CFP/product teams, and support seminars and business development activitie
Required Candidate profile
Graduate with 1+ years of experience in Equity Advisory, Stock Broking, or wealth management.Good knowledge of equity markets and financial products.
Sourced from naukri
Skills
Mutual Funds SalesRetail SalesPMSMutual FundsPrivate BankingDirect SalesPortfolio ManagementMFWealth ManagementDirect Channel SalesHNI AcquisitionDematHNI SalesRelationship ManagementHNI Client Handling
About Business Services
Business Services
1978
48 years old
Bangalore
India
₹4.5L PA avg
Avg at Business Services
₹3L – ₹7L PA
This role
About
Not mentioned
Employee ratings
10 reviews
4.4/ 5
Culture
4.4
Career growth
4.5
Work-life
4.5
Employees rate it well for
Job Security45Compensation & Benefits45
Find them on