Wealth Manager

7 hours ago

Mumbai Maharashtra India, Maharashtra KG Engineering & Consultancy Full time

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as corporates and institutions with a focus on long-term wealth creation through knowledge and research-backed advice. And they are hiring for Wealth Manager for Mumbai Location .


Key Responsibilities:

  • Manage and grow a high-net-worth portfolio with a minimum book size of ₹20 crore
  • Source clients via wealth channels—roles like ‘Privi RM’, ‘Burgundy RM’, ‘Wealth Manager’, ‘Imperia RM’, ‘Preferred RM’
  • Offer full-spectrum wealth advisory including equities, derivatives, mutual funds, insurance, debt, and lending solutions
  • Build and maintain strong relationships with HNI/UHNI clients .
  • Coordinate with internal teams (trading, research, product) for seamless service delivery .
  • Actively cross-sell across products to drive revenue and advisory impact .

Key Skills & Qualifications:

  • Proven portfolio management with book ≥₹20 CR in HNI/UHNI domain
  • Background in wealth-channel sourcing and managing premium client segments
  • Strong product knowledge: cash, derivatives, alternate investments, structured products
  • Excellent communication, interpersonal skills, and client orientation
  • Ability to work in co-ordination with internal teams to fulfil client needs KPIs & Targets:
  • Book growth—₹20 CR minimum with incremental AUM
  • New HNI/UHNI acquisition numbers  Cross-sell ratio across financial product suite
  • Client satisfaction and retention metrics

  • Private Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 10,00,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

  • B2B RM Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

  • Relationship Manager

    7 hours ago

    Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full time

    Relationship Manager- B2B BusinessRole Overview:We are looking for a driven and proactive Partner Activation Specialist to re-engage and activate dormant/inactive partners mapped under our B2B channel. The ideal candidate will have a solid understanding of wealth products, especially NCDs, Corporate FDs, and other fixed income offerings, and should be...

  • B2B Relationship Manager – Wealth Management in Thane, Navi Mumbai, Mumbai, Vasai, Virar

    6 days ago

    Navi Mumbai, Maharashtra, India Satco Wealth Private Limited Full time ₹ 4,00,000 - ₹ 6,00,000 per year

    Reports to: AVP, Business HeadCTC Range: ₹4 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent analytical and multitasking capabilitiesSelected Intern's...

  • Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    6 days ago

    Mumbai, Maharashtra, India CIEL HR Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Role Overview:We seek a senior relationship manager in wealth management with an entrepreneurialmindset and 7-10 years of experience managing HNIs UHNIs and family officeinvestments. The ideal candidate should have expertise in AIFs, PMS, REITs, INVITs,unlisted and structured products and a strong network of HNI's,family offices andinstitutional investors....

  • Wealth Manager

    5 days ago

    Mumbai, Maharashtra, India Techroles Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Client Relations – Pre-IPO & Wealth ManagementLocation:MumbaiEmployment Type:Full-time, PermanentAbout the RoleWe are seeking a dynamic and client-focused professional to join ourClient Relationsteam, specializing inPre-IPO investmentsandWealth Management. This role involves managing and advising High Net-Worth Individuals (HNIs) and Ultra-HNIs on...

  • Wealth Management

    5 days ago

    Mumbai, Maharashtra, India Talengage Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

  • Wealth Managment

    2 weeks ago

    Mumbai, Maharashtra, India Techroles Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Description:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential clients, pitch investmentopportunities, and grow the...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India BizDateUp Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...