Priority Relationship Manager

Motilal Oswal Financial Services (MOFSL); Bengaluru; On-site; INR 2,800,000 - 4,200,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Bangalore seeks a Priority Relationship Manager – Banking Alliance to drive acquisition and activation of Demat and Trading accounts through banking partnerships. You will build strong relationships with bank branches, Priority Banking teams and RMs while achieving revenue targets.

The ideal candidate has 5–12 years in banking, wealth management, broking or financial services with deep knowledge of capital-market products and a track record in channel

Qualifications

• Graduate/MBA preferred; experience in banking, broking, wealth management, fintech or financial services.
• 5–12 years of relevant experience in B2B2C, banking alliances, channel sales or relationship management.
• Strong understanding of Demat, Trading, Equity, Mutual Funds and capital-market products.
• Experience working with bank branches/Bank RMs/Priority Banking teams.

Responsibilities

• Build and manage relationships with banking partners, branch teams, Priority/Wealth RMs and branch managers.
• Generate leads for Demat and Trading accounts through the banking alliance.
• Convert existing bank customers into investment/trading clients.
• Drive new account acquisition, activation, first trade and sustained trading/investment activity.
• Conduct joint customer meetings with bank RMs and explain investment products and account-opening processes.
• Ensure all customer acquisition activities comply with KYC, regulatory and internal compliance requirements.
• Provide regular business reviews and performance reports to management.

Skills

Relationship management

Banking partnerships

KYC compliance

Regulatory compliance

Branch relationships

Education

Graduate/MBA preferred

Job description

Job Description Priority Relationship Manager (Banking Alliance)

Position: Priority Relationship Manager Banking Alliance
Department: Wealth Management / Distribution
Product Focus: Demat, Trading & Investment Accounts
Experience: 5–12 years in banking, wealth management, broking, or financial services

Location: Bangalore

Role Overview

We are looking for a Priority Relationship Manager – Banking Alliance to drive acquisition and activation of Demat and Trading accounts through banking partnerships. The role will focus on building strong relationships with bank branches, relationship managers, and priority customers while achieving business and revenue targets.

Key Responsibilities

• Build and manage relationships with banking partners, branch teams, Priority/Wealth RMs and branch managers.
• Generate leads for Demat and Trading accounts through the assigned banking alliance.
• Convert existing bank customers into investment/trading clients.
• Drive new account acquisition, activation, first trade and sustained trading/investment activity.
• Conduct joint customer meetings with bank RMs and explain investment products and account-opening processes.
• Ensure all customer acquisition activities comply with KYC, regulatory and internal compliance requirements.
• Provide regular business reviews and performance reports to management.

Candidate Profile

• Graduate/MBA preferred, with experience in banking, broking, wealth management, fintech or financial services.
• 5–12 years of relevant experience, preferably in B2B2C, banking alliances, channel sales or relationship management.
• Strong understanding of Demat, Trading, Equity, Mutual Funds and capital-market products.
• Experience working with bank branches/Bank RMs/Priority Banking teams will be an advantage