Business Development Manager @Motilal Oswal

Credicus Business Services; Raipur; On-site; INR 500,000 - 900,000; Full time

Job summary

Motilal Oswal Financial Services is hiring a Business Development Manager (BDM). You will acquire new clients via field sales, references, leads and market mapping, and promote equity broking and related investment products to prospective clients.

You will drive Demat openings, cross-sell mutual funds, SIPs, PMS, bonds and insurance, provide regular market updates, coordinate with research/advisory teams, and maintain strong relationships while ensuring compliant onboarding of clients.

Responsibilities

• Acquire new clients through field sales, references, leads, and market mapping.
• Sell and promote equity broking and investment products to prospective clients.
• Generate brokerage and revenue through equity, derivatives, and other financial products.
• Understand clients' financial goals and provide suitable investment solutions.
• Build and maintain strong relationships with existing and new clients.
• Drive Demat account opening and activation.
• Cross-sell financial products such as Mutual Funds, SIPs, PMS, Bonds, Insurance, and other investment products.
• Provide regular market updates and coordinate with research/advisory teams where required.
• Achieve monthly and quarterly sales, revenue, brokerage, and client acquisition targets.
• Maintain regular follow-ups with prospects and convert leads into active clients.
• Conduct client meetings and market visits to generate new business.
• Ensure proper documentation and compliance during the client onboarding process.

Job description

Company: Motilal Oswal Financial Services

BDM Equity Broking & Sales

Role: Business Development Manager (BDM)

Key Responsibilities:

• Acquire new clients through field sales, references, leads, and market mapping.
• Sell and promote equity broking and investment products to prospective clients.
• Generate brokerage and revenue through equity, derivatives, and other financial products.
• Understand clients' financial goals and provide suitable investment solutions.
• Build and maintain strong relationships with existing and new clients.
• Drive Demat account opening and activation.
• Cross-sell financial products such as Mutual Funds, SIPs, PMS, Bonds, Insurance, and other investment products.
• Provide regular market updates and coordinate with research/advisory teams where required.
• Achieve monthly and quarterly sales, revenue, brokerage, and client acquisition targets.
• Maintain regular follow-ups with prospects and convert leads into active clients.
• Conduct client meetings and market visits to generate new business.
• Ensure proper documentation and compliance during the client onboarding process.