Wealth Manager
1 week ago
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
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Private Wealth Manager
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Wealth Manager
2 weeks ago
bangalore, India KG Engineering & Consultancy Full timeMotilal 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...
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Wealth Manager
1 day ago
bangalore, India Grip Invest Full timeKey ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...
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Wealth Manager
4 hours ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted...
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Wealth Manager
1 day ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities:Client Acquisition & Relationship ManagementAcquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.Investment Advisory & Portfolio ManagementAdvise clients across asset classes: PMS, AIFs, Bonds, Unlisted...
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Private Wealth Management Specialist
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Private Wealth Management Specialist
1 week ago
bangalore, India TekPillar® Full timeLocation: Mumbai (Prabhadevi) Experience: 10+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Senior Wealth Manager
2 days ago
Bangalore, India ATS Share Brokers Full timeAbout Us: We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. We’re now looking for a Senior Wealth Manager who thrives in dynamic environments, takes ownership from concept to completion, and ensures every project aligns with our strategic goals and client success...
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Wealth Manager
1 day ago
bangalore, India Tipsons Group Full timeDealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...
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Wealth Manager
1 day ago
Bangalore Division, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted...
