Wealth Manager

3 hours ago

Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

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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