14/12 Nitin Adhangale
Senior Executive TA at Motilal Oswal Private Wealth Management

Views:757 Applications:178 Rec. Actions:Recruiter Actions:153

Motilal Oswal - Relationship Manager - Private Wealth (7-10 yrs)

Bangalore/Chennai/Hyderabad/Kolkata Job Code: 873055

Roles and Responsibilities :


- Responsible for acquiring NTF (new to the firm) clients, revenue generation and maintenance of relationship with HNI/UHNI & corporate clients and offer wealth advisory services.


- Need to ensure growth of AUM or book size. Analyze financial information obtain from clients to determine strategies for meeting clients financial objectives. Must ensure the growth of AUM / Book Size.


- Responsible for business development through acquisition of high net-worth clients. Mandatory numbers of meetings with clients to keep them updated with the current market scenario.


- Analyze client portfolios and make necessary suggestions. Recommend financial products.


- Responsible for identifying customer needs and assessing their risk appetite. Provide regular updates to the immediate superior as and when required.


- Create and enforce plans that will help meet the needs of the customer.

Desired Candidate Profile :


- 7+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background. Graduation / Post Graduation in any discipline.


- Understanding of market pulse, knowledge on investment products, understanding of wealth platform.


- MS Office / MS Excel / AMFI / IRDA (Certification). Result Orientation. Customer Focus. Knowledge Driven.


- Aggression.


- Continuous Improvement. =


- Planning and Organizing.


- Interpersonal/ relationship management skills.


- Passion for acquisition n sales. Knowledge of investment products, macro fundamentals n behavioral finance.


- Understand of all key product offering of MOFSL.

Women-friendly workplace:

Maternity and Paternity Benefits

Add a note
  • Apply
  • Assess Yourself
  • Save
  • Insights (Read more)
  • Follow-up
    (Read more)
Something suspicious? Report this job posting.