Wealth Manager

3 weeks ago

Delhi, India 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 croreSource 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 solutionsBuild 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 domainBackground in wealth-channel sourcing and managing premium client segmentsStrong product knowledge: cash, derivatives, alternate investments, structured productsExcellent communication, interpersonal skills, and client orientationAbility to work in co-ordination with internal teams to fulfil client needs KPIs & Targets:Book growth—₹20 CR minimum with incremental AUMNew HNI/UHNI acquisition numbers  Cross-sell ratio across financial product suiteClient satisfaction and retention metrics

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