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Senior Wealth Manager Job in Motilal Oswal

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 Senior Wealth Manager Job in Motilal Oswal

Job Description

    Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm based in Mumbai. With a focus on customer-first attitude, ethical business practices, and research-based value investing, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, and Home Finance. Our client base includes retail customers, mutual funds, foreign institutional investors, financial institutions, and corporate clients. With a strong emphasis on research, we have a team of research analysts providing comprehensive insights across various sectors. Role Description This is a full-time, on-site role as a Senior Wealth Manager located in Gurugram. The Senior Wealth Manager will be responsible for financial planning, investment management, and providing advisory services to clients. This includes analyzing client financial situations, developing personalized strategies, managing investment portfolios, and ensuring client satisfaction. The Senior Wealth Manager will also collaborate with internal teams to enhance client relationships and achieve business objectives. Qualifications Financial Planning and Investment Management skills Experience in Investments and Finance Knowledge of Insurance products Excellent analytical and problem-solving abilities Strong understanding of financial markets and investment products Excellent communication and interpersonal skills Ability to build and maintain client relationships Proficiency in relevant financial software and tools,

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: Not Specified
Functional Area: Not Specified
Role/Responsibilies: Senior Wealth Manager Job in Motilal Oswal

Contact Details:

Company: Motilal Oswal
Location(s): Other Haryana

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Keyskills:   Financial Planning Investment Management Analytical skills Financial markets Investment products Communication skills Interpersonal skills

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Motilal Oswal

Motilal Oswal Financial Services Ltd. is a well-diversified, financial services company focused on wealth creation for all its customers, such as institutional, corporate, HNI and retail. Its services and product offerings include wealth management, retail broking and distribution, institutional bro...