Relationship Manager

Motilal Oswal Financial Services Ltd; Kolkata District; On-site; INR 400,000 - 700,000; Full time

Job summary

Motilal Oswal Financial Services Ltd is seeking a Relationship Manager to manage and grow a client portfolio in Kolkata. The role involves understanding client financial goals, recommending suitable products, and providing ongoing advisory support.

You will onboard clients, review portfolios, and coordinate with internal teams to ensure timely, quality service delivery. The candidate should possess advisory and sales skills, knowledge of equity and mutual funds, and familiarity with wealth

Qualifications

• Ability to understand client needs and provide appropriate financial solutions.
• Experience in cross-selling, up-selling, and achieving revenue or AUM targets.
• Knowledge of equity, mutual funds, wealth management products, and retail broking.
• Strong presentation, negotiation, and stakeholder management.
• Bachelor’s degree in Finance/Commerce/Business/Economics; NISM/NCFM is an advantage.
• Prior experience in relationship management or wealth management preferred; CRM helpful.
• Minimum 1 year experience in financial services, banking, or broking.

Responsibilities

• Onboard clients and understand their financial goals.
• Conduct regular portfolio reviews and monitor market developments.
• Coordinate with internal teams to ensure timely execution of transactions.
• Generate new business through referrals and outreach.
• Maintain strong, long-term client relationships.
• Prepare reports and maintain accurate client records; support growth targets.

Skills

Client relationship

Sales & BD

Finance knowledge

Communication

NISM/NCFM

CRM tools

Experience 1 year

Education

Bachelor’s degree or higher in Finance/Commerce/Economics

Tools

CRM software

Office suite

Job description

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL), founded in 1987, has grown from a small sub-broking unit into a well-diversified financial services firm with a 12,000+ member team. The company offers a broad range of products and services, including Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodities, Currencies, and Home Finance.

Role Description

This is a full-time, on-site Relationship Manager role based in Kolkata. The Relationship Manager will be responsible for managing and growing a portfolio of clients by understanding their financial goals, recommending suitable products and services, and providing ongoing advisory support. Daily activities include client onboarding, conducting regular portfolio reviews, monitoring market developments, and coordinating with internal teams to ensure timely execution of transactions and high-quality service delivery. The role involves generating new business through referrals and outreach, maintaining strong, long-term client relationships, and adhering to regulatory and internal compliance requirements. The Relationship Manager will also prepare and present reports, maintain accurate client records, and contribute to branch and organizational growth targets.

Qualifications

• Client relationship and advisory skills: ability to understand client needs, build trust, and provide appropriate financial solutions.
• Sales and business development skills: experience in cross-selling, up-selling, and achieving revenue or AUM targets in financial services.
• Financial markets and product knowledge: familiarity with equity, mutual funds, wealth management products, and retail broking operations.
• Communication and interpersonal skills: strong presentation, negotiation, and stakeholder management capabilities..
• Bachelor’s degree or higher in Finance, Commerce, Business, Economics, or a related field; professional certifications (e.g., NISM, NCFM) are an advantage.
• Prior experience in relationship management, wealth management, or retail broking is preferred; proficiency with basic office and CRM tools is beneficial.
• minimum 1 years experience in financial services , Banking or Broking