Personalized Wealth Management Services

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a diversified financial services firm with over 12,000 team members. We offer a wide range of financial products and services including Private Wealth, Retail Broking, Institutional Broking, Asset Management, Investment Banking, and more. Headquartered in...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company...

OverviewProvide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.Key...

Job description:Job Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key...

Key Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...

Job Profile – Service Manager (Private Wealth Management)Position: Service ManagerExperience: 1–2 years in Wealth Management / Financial ServicesLocation: GurgaonEmployment Type: Full-timeRole OverviewWe are looking for a dynamic and client-focused Service Manager to join our Wealth Management team. The ideal candidate will have prior experience...

Job DescriptionCompany DescriptionValion is Indias first P.R.E.F.O Private Real Estate Family Office with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through...

Company DescriptionValion is India's first P.R.E.F.O "Private Real Estate Family Office" with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through brands like...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

Deliver exceptional financial solutions and build lasting relationships with clients as a seasoned AVP/Sr. Manager.Key ResponsibilitiesClient Acquisition: Identify, prospect, and acquire new clients through various channels to expand the firm's portfolio.Financial Planning: Conduct thorough assessments of clients' financial goals, risk tolerance, and...