Sales Relationship Manager

Overview

Motilal Oswal Wealth Management is seeking a Sales Relationship Manager for its Franchise Office Company Owned (FOCO) business based in Mumbai. The role involves expanding the client base through various sales and marketing initiatives, focusing on opening Demat and Trading accounts.

Key Responsibilities

• Drive client acquisition by opening Demat and Trading accounts via field sales, direct prospecting, and referrals.
• Develop and oversee a Referral Associate model to ensure a steady flow of leads and client base growth.
• Execute Local Area Marketing activities including investor meetings, seminars, and webinars to build brand awareness and generate leads.
• Engage with existing and prospective clients for account opening, managing relationships, and cross-selling a variety of financial and investment products.
• Establish and nurture client relationships while uncovering new business opportunities.

Qualifications and Experience

• Graduate from any stream.
• Possession of NISM certification is preferred or required as applicable.
• Preferred candidates have at least one year of relevant experience in financial services, stock broking, wealth management, or related areas.
• Fresh graduates interested in financial services and stock markets are encouraged to apply.

Skills and Knowledge

• Strong understanding of stock broking and financial markets.
• Familiarity with trading and operational aspects.
• Competence in client risk profiling.
• Knowledge of technical and fundamental market analysis.
• Excellent communication and interpersonal abilities.

Ideal Candidate Profile

The candidate should be result-driven with excellent communication skills and a sales-oriented approach. An interest in stock markets and financial services along with comfort in field sales and client interactions is essential.