Relationship Manager

Motilal Oswal Financial Services (MOFSL); Thiruvananthapuram; On-site; INR 400,000 - 800,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Kerala seeks recruitment for a client acquisition focused role. You will drive onboarding, generate business through referrals, and tailor financial solutions to client needs.

The role emphasizes broking revenue, market outreach, and consistent achievement of sales targets with proactive client servicing and market updates.

Qualifications

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

Responsibilities

• Drive new client acquisition and target monthly onboarding of 2–3 clients as defined by business targets.
• Generate business through referrals, outreach, and market activities.
• Understand client financial needs and recommend suitable financial products and services.
• Drive revenue through broking and other financial products.
• Achieve assigned business, sales, and revenue targets.
• Maintain regular client engagement and provide timely service and support.

Skills

Client acquisition

Sales targets

Broking

Wealth management

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.