Walk-in | Relationship Manager

Motilal Oswal Financial Services (MOFSL); Gurugram District; On-site; INR 600,000 - 900,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking a client-facing sales professional to acquire new clients by opening Demat and Trading Accounts and to promote investments across Equity, Commodity, and Currency segments.

The role involves generating business through third-party products such as SIPs, Mutual Funds, Insurance, Value Packs, and ACE/TGS, and building long-term client relationships with timely guidance. Strong communication and market insight are essential.

Qualifications

• Graduate or MBA (Finance/Marketing) preferred.
• Relevant qualifications and experience will also be considered.
• Knowledge of Equity Markets.
• Ability to interpret market reports and communicate insights to clients.
• Strong communication and interpersonal skills.

Responsibilities

• Acquire new clients by opening Demat and Trading Accounts.
• Promote and facilitate investments across Equity, Commodity, and Currency segments.
• Generate business through the sale of third-party financial products such as SIPs, Mutual Funds, Insurance, Value Packs, and ACE/TGS.
• Build and maintain strong, long-term relationships with clients by providing timely support and financial guidance.

Skills

Equity Markets knowledge

Communication skills

Interpersonal skills

Market interpretation

Education

Graduate or MBA (Finance/Marketing)

Job description

Role & responsibilities

• Acquire new clients by opening Demat and Trading Accounts.
• Promote and facilitate investments across Equity, Commodity, and Currency segments.
• Generate business through the sale of third-party financial products such as SIPs, Mutual Funds, Insurance, Value Packs, and ACE/TGS.
• Build and maintain strong, long-term relationships with clients by providing timely support and financial guidance.

Preferred candidate profile

• Graduate or MBA (Finance/Marketing) preferred.
• Relevant qualifications and experience will also be considered.
• Knowledge of Equity Markets.
• Ability to interpret market reports and communicate insights to clients.
• Strong communication and interpersonal skills.