Field Relationship Manager

Motilal Oswal Financial Services (MOFSL); Ahmedabad District, Rajkot, Surat; On-site; INR 400,000 - 700,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a Field Relationship Manager in Gujarat to drive revenue through cross-selling financial products. The role involves training clients, conducting webinars, and leading seminars while traveling to branches and franchises for client events.

Freshers or experienced candidates with strong communication and networking skills are invited to apply. The position requires proactive, self-starting individuals who can manage meetings and presentations

Qualifications

• Knowledge of Stock Market.
• Fluent in Gujarati, Hindi and English.
• Graduate or Post-graduate in any stream.
• Self-motivated, target oriented and proactive.

Responsibilities

• Drive revenue generation through cross-selling subscription-based financial products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct client training sessions on trading strategies, robotic trading software and API-based auto trade platforms.
• Deliver webinars and seminars to educate clients on financial products and market opportunities.
• Stay updated with stock market trends, financial products and industry developments.
• Handle outbound cold calling for seminars and lead generation.
• Travel to branches and franchise locations for client seminars and employee training.
• Contribute innovative sales ideas to support revenue growth.
• Independently manage and coordinate client meetings and presentations.

Skills

Active listener

Extrovert with good communication

Fresher / Experienced

Self-starter

Proactive

Target oriented

Networking

Relationship building

Convincing

Communication Skills

Education

Graduate / Post-graduate in any stream

Job description

Designation: Field Relationship Manager

Openings at: Gujarat ( Ahmedabad, Surat, Rajkot)

Key Responsibilities

• Drive revenue generation through cross-selling subscription-based financial products such as trading software, option trading advisory services, and investment products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct client training sessions on trading strategies, robotic trading software, and API-based auto trade execution platforms.
• Deliver webinars and seminars to educate clients on financial products and market opportunities.
• Stay updated with stock market trends, financial products, and industry developments.
• Handle outbound cold calling activities for seminar and webinar invitations and lead generation.
• Travel extensively to branches and franchise locations for conducting client seminars and employee training programs.
• Contribute innovative sales and business development ideas to support revenue growth.
• Independently manage and coordinate client meetings and presentations.

Skills Required

• Active listener, Extrovert with good communication skills.
• Fresher / Experienced.
• Graduate / Post-graduate in any stream.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills
• Must have good Convincing & Communication Skills

Added Knowledge

• Knowledge of Stock Market
• Able to speak Gujarati, Hindi, English