Wealth Manager
Motilal Oswal Financial Services LimitedFixed
₹25,000 - ₹50,000
Average Incentives*
₹10,000
Earning Potential
₹60,000
Fixed
₹25,000 - ₹50,000
Average Incentives
₹10,000
Earning Potential
₹60,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Basic EnglishJob highlights
Urgently hiring
38 applicants
Benefits include: Joining Bonus, Annual Bonus, PF, Health Insurance, ESI (ESIC)
Job Description
Company Name - Motilal Oswal Financial Services
Role - Wealth Mangaer & Relationship Manager
1. Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book.
2.Maintaining client relationships and generate AUM from preferred clients.
3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition
5. To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios.
6. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the clients.
7. To conduct and assist in organizing seminars, workshops and other business development activities.
Job role
Job requirements
About company
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The candidate should have completed Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Mangalore to get hired quickly.
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