Company Name: Motilal Oswal Financial Services Limited

Position: Wealth Manager

Location: Borivali & Fort

Role Overview

We are seeking an experienced Wealth Manager to manage and grow relationships with Affluent and High-Net-Worth Individual (HNI) clients. The ideal candidate will provide strategic investment guidance, drive portfolio growth, and deliver personalized wealth management solutions.

Key Responsibilities

• Manage and expand relationships with Affluent and HNI clients
• Drive Assets Under Management (AUM) growth
• Provide customized investment and financial planning solutions
• Acquire new clients through referrals and business development activities
• Monitor market trends and recommend suitable investment opportunities
• Work closely with internal teams to deliver tailored client solutions