Wealth Management Manager- RM Profile

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...

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...

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 Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

Job Title: Wealth Relationship Manager (Wealth RM)Company: Myraa WealthLocation: M3M , Sector 65 ,GurugramExperience: 5–7 YearsAbout Myraa WealthMyraa Wealth is a boutique wealth management firm dedicated to delivering personalized financial strategies that go beyond traditional advisory. We focus on building long-term client relationships, offering...

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...

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...

Investment Advisor RoleAbout the Job:This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.Main Responsibilities:Client Relationship Building:Establish long-term, trust-based relationships with clients.Identify new business opportunities through existing...

Investment Counselor Job Overview:">This role is for an Investment Counselor who will drive the investment product sales and asset gathering. The ideal candidate will have extensive experience in the financial services industry, focusing on increasing the Assets Under Management (AUM), client penetration, and providing expert investment guidance.">Key...

Job ProfileKey Responsibilities and ExpectationsLead a team of Relationship Managers to drive business growth and customer satisfaction.Develop and execute sales strategies to meet performance targets.Ensure compliance with regulatory requirements and branch-level audits.Maintain a high level of customer satisfaction by addressing complaints...