Wealth Manager (Hiring for Motilal Oswal Wealth Management )

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as corporates and institutionswith 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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