Relationship Manager - FOCO Sales

Role Overview

As a Relationship Manager within the FOCO Sales team at Motilal Oswal Financial Services, you will be charged with acquiring new clients in the stock market and financial services arena. Your responsibilities will include the opening of Demat and Trading accounts, managing client relations, and promoting investment products through direct sales and referral methods. Additionally, you will focus on advancing and cross-selling third-party investment offerings such as Mutual Funds, SIPs, and PMS to enhance client wealth and bolster company profitability.

Key Responsibilities

• Drive new client acquisition by initiating Demat and trading accounts through direct prospecting, field sales, and referral channels.
• Manage leads and client onboarding effectively using the Single Interface system, optimizing the use of sales tools.
• Develop and oversee the Referral Associate (RA) model to consistently generate leads and expand the clientele.
• Conduct localized marketing efforts including investor meets, seminars, and webinars to increase awareness and produce leads.
• Engage with current and prospective clients to open accounts, nurture relationships, and cross-sell financial and investment products.
• Maintain up-to-date market outlooks, stock trends, and product knowledge to provide accurate advice and improve sales outcomes.

Qualifications and Experience

• Possession of a Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or a related field.
• Strong academic background in capital markets, financial instruments, and investment concepts is advantageous.
• Mandatory possession of an active and valid NISM Series VIII – Equity Derivatives Certification matching regulatory standards.
• Minimum of one year of professional experience within equity advisory, broking, or wealth management sectors.
• Experience in client servicing, equity trading, advisory roles, and meeting brokerage sales targets is highly desirable.
• Familiarity with franchisee-based business models considered beneficial.

Why Join Motilal Oswal Financial Services?

• Become part of a widely respected and award-winning financial institution renowned for equity advisory and wealth creation.
• Benefit from ongoing training, in-depth research support, and expert advisory resources to enhance your market acumen.
• Enjoy competitive incentives, rewards, and recognition programs that support both career and financial advancement.
• Access clear career development routes including leadership positions and specialist roles supported by structured training and franchisee network experience.