Senior Role - Wealth Management - Private Bank

Wealth Management

Small Writeup for this role which will help you better understand what the position entails.

Company - Motilal Oswal - www.motilaloswal.com - Motilal Oswal Financial Services Limited is an Indian financial services company offering a range of financial products and services. The company was founded by Motilal Oswal and Raamdeo Agrawal in 1987. The company is listed on BSE and NSE stock exchanges.

Headquarters - Mumbai, India

Position - Wealth Management and Relationship Management

Level - Senior position

Location - Various location in South

Salary - Open for discussion

About the client :

- Company Name: Motilal Oswal

- Industries: Financial Services

- Company Type: Fortune 500

- Funding Stage: Other

- Headquarter Location: Mumbai

- Nature of Offering: Financial products and services

- Founding Year: 1987

- No of Employees: 5000-10000

We are hiring for a global MNC who is looking to hire in the Relationship Management domain with the below mentioned expertise:

- A demonstrated history of working in the Private Banking industry.

- Skilled in Business Relationship Management, Banking, Business Development, Branch Banking, and Sales Management.

- Management of HNI clients - Having experience of managing a book of 100 Crore and plus.

- Develop and implement wealth management plans for clients, including investment strategies, risk management, and estate planning.

- Monitor client portfolios and make recommendations for changes as needed to help them reach their financial goals.

- Keep abreast of changes in the financial markets and regularly communicate with clients about how these changes may impact their investments.