Wealth Manager
1 day ago
Key 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 regular portfolio reviews, client meetings, webinars, and investor events.Run end-to-end investment sales cycle: lead generation, pitching, documentation, closure, and post-investment servicing.Coordinate with internal teams (product, operations, compliance) for smooth execution.Use digital/social media and other channels to educate clients and build trust.Achieve sales and revenue targets (AUM growth, number of clients onboarded, distributor partnerships).What We're Looking For2 to 7 years of relevant experience in wealth management, investment advisory, mutual fund distribution, or financial product sales.Strong understanding of wealth/investment products and the ability to pitch complex solutions.Proven track record of working with HNI / UHNI clients and exposure to distributor/IFA engagement.Excellent communication and relationship-building skills.Strong phone and in-person presence; ability to manage multiple clients and leads simultaneously.Self-driven, result-oriented, and comfortable working in a fast-paced fintech/startup environment.Preferred QualificationsBachelors degree in Finance, Commerce, Economics, or related field (MBA is a plus).Certifications such as NISM, CFP, or CFA (preferred but not mandatory).Prior experience in fintech, wealth tech, or alternative investments will be an advantage.
-
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,...
-
Wealth Manager
1 week 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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
Wealth Manager
20 hours ago
bangalore district, 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...
