The role holder will be 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 His / her KRA would include : 1. Analyze financial information obtained from clients to determine strategies for meeting clients financial objectives 2. Monitor financial market trends to ensure that client plans are responsive 3. Must ensure the growth of AUM / Book Size 4. Achieve targets based on acquisition and revenue generation through investment products 5. Business development through acquisition of high net-worth clients 6. Mandatory numbers of meetings with clients to keep them updated with the current market scenario Seeking candidates with : 1. Graduation / Post Graduation in any discipline 2. CFP / CWM 3. 5+ years of Wealth Management experience in the industry/ Must be from Wealth Platform or banking background 4. Must understand market pulse, knowledge on investment products, understanding of wealth platform

Bangalore

Chennai

Mumbai

Motilal Oswal - Wealth Manager/Financial Advisor 

Motilal Oswal - Wealth Manager/Financial Advisor  ,Job Description for Motilal Oswal - Wealth Manager/Financial Advisor  in Motilal Oswal in  Bangalore Chennai Mumbai for (5-15) years of experience. Apply Now!

Job Description for Motilal Oswal - Wealth Manager/Financial Advisor  in Motilal Oswal in  Bangalore Chennai Mumbai for (5-15) years of experience. Apply Now!