Relationship Manager

Motilal Oswal Financial Services (MOFSL); Ernakulam, Thiruvananthapuram; On-site; INR 300,000 - 450,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in India is seeking a client-focused role to drive new client acquisition and revenue through broking and financial products. The candidate will target 2-3 new clients monthly, engage with clients for ongoing support, and stay informed about market developments to tailor investment solutions.

Preferred candidates have 2+ years in financial markets, BFSI background, and experience in client acquisition, sales, broking, or wealth management.

Qualifications

• Minimum 2 years of experience in Financial Markets will be preferred.
• Candidates from the BFSI industry will be given preference.
• Experience in client acquisition, sales, broking, investment products, or wealth management will be an added advantage.

Responsibilities

• Drive new client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
• Generate business through client acquisition, referrals, and market outreach.
• Understand client financial requirements and recommend suitable financial products and services.
• Drive revenue through broking, and other financial products.
• Achieve assigned business, sales, and revenue targets.
• Maintain regular engagement with clients and provide timely service and support.
• Stay updated on financial markets, products, and industry developments.

Skills

Client acquisition

Sales

Broking

Wealth management

Financial markets

Job description

Role & responsibilities

• Drive new client acquisition and acquire Monthly 2-3 new clients as per defined business targets.
• Generate business through client acquisition, referrals, and market outreach.
• Understand client financial requirements and recommend suitable financial products and services.
• Drive revenue through broking, and other financial products.
• Achieve assigned business, sales, and revenue targets.
• Maintain regular engagement with clients and provide timely service and support.
• Stay updated on financial markets, products, and industry developments.

Preferred candidate profile

• Minimum 2 years of experience in Financial Markets will be preferred.
• Candidates from the BFSI industry will be given preference.
• Experience in client acquisition, sales, broking, investment products, or wealth management will be an added advantage.