Wealth Partner
Motilal Oswal Financial Services LimitedFixed
₹19,000 - ₹35,000
Average Incentives*
₹10,000
Earning Potential
₹45,000
Fixed
₹19,000 - ₹35,000
Average Incentives
₹10,000
Earning Potential
₹45,000
You can earn more incentive if you perform well
Part Time
Full Time
Any experience
Basic EnglishJob highlights
Walk-in interview
Date: 16 Jun 2026 - 19 Jun 2026 | Time: 10.00 am - 04.00 pm...
Urgently hiring
23 applicants
Benefits include: PF, Flexible Working Hours, ESI (ESIC), 5 working days
Job Description
Job Role: Wealth Partner
A Wealth Partner is responsible for helping clients achieve their financial goals by providing personalized wealth management and financial planning solutions.
Key Responsibilities
- Build and maintain strong relationships with clients.
- Understand clients' financial needs, goals, and risk appetite.
- Provide advice on investment products such as mutual funds, insurance, bonds, fixed-income products, and other wealth management solutions.
- Develop customized financial plans and investment strategies.
- Acquire new clients through networking, referrals, and business development activities.
- Regularly review client portfolios and recommend suitable adjustments.
- Stay updated on market trends, economic developments, and financial products.
- Ensure compliance with regulatory and company guidelines.
- Deliver exceptional client service and long-term wealth creation support.
Required Skills
- Strong communication and relationship-building skills.
- Knowledge of financial markets and investment products.
- Sales and business development capabilities.
- Analytical and problem-solving skills.
- Customer-centric approach.
- Ability to build trust and maintain long-term client relationships.
Ideal Candidate Profile
- Graduate in any discipline (Finance, Commerce, or Business preferred).
- Experience in wealth management, banking, insurance, or financial services is an advantage.
- Passion for helping clients grow and protect their wealth.
- Self-motivated with an entrepreneurial mindset.
Job role
Job requirements
Walk-in interview details
Apply for the job and call HR to confirm your interview
About company
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The candidate should have studied 12th Pass and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Kolkata to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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