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Wealth Manager @ Motilal

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 Wealth Manager

Job Description

*Sr RM Investment Products*

Company Name :*MOFSL*

*Department* : Investment Products

*Function* : Sales / Wealth Management

*Location* : * GURUGRAM, NOIDA, NEW DELHI*

*Salary (CTC)*

10 18 LPA (Best in industry + performance-based incentives)

*Job Purpose*

To cater to the investment needs of mass affluent and HNI clients, achieve revenue and AUM targets, and deliver customized wealth solutions while adhering to organizational processes.

*Key Responsibilities*

* Advise clients on investment products:

* MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity & Equity Advisory

* Manage and grow AUM and client acquisition targets

* Handle a book of 2550 Cr+ AUM

* Conduct periodic portfolio reviews for HNI clients

* Deliver customized investment solutions

* Joint client calls with branch teams

*Eligibility Criteria*

*Education* : MBA / PGDM in Finance

*Experience* : 3+ years in Wealth Management / Banking / Investment Advisory

*AUM Requirement* : Minimum 50 Cr

*Stability* : At least 2 years in current/previous organization

* Team handling: Not mandatory

* Preferred Background

* Wealth Management

* Banking

* Investment Advisory / Capital Markets


Contact: 9599869***


Job Classification

Industry: Financial Services (Asset Management)
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Retail & B2C Sales - Other
Employement Type: Full time

Contact Details:

Company: Motilal Oswal
Location(s): Noida, Gurugram

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Keyskills:   Wealth Management Mutual Funds Private Banking PMS MF Investment Products Aif

 Fraud Alert to job seekers!

₹ -17 Lacs P.A

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