Relationship Manager

WE ARE HIRING!!!

Motilal Oswal is looking for energetic and ambitious Relationship Managers to join our growing team. In this role, you will be responsible for acquiring new clients, opening Demat & Trading Accounts, building strong customer relationships, and introducing clients to a wide range of financial products. If you enjoy meeting people, building networks, and turning opportunities into results, this role is for you!

Key Responsibilities

• Acquire new clients and successfully onboard them by opening Demat & Trading Accounts.
• Generate business through lead generation, references, networking, and market visits.
• Build and maintain strong, long-term relationships with clients.
• Understand customer financial needs and recommend suitable investment and financial products.
• Cross-sell and up-sell products such as Mutual Funds, Insurance, Loans, Broking, and other investment solutions.
• Achieve monthly and quarterly sales and revenue targets.
• Follow up with prospects and convert leads into active clients.
• Ensure a smooth onboarding experience and provide excellent customer service.
• Stay updated on market trends, financial products, and company offerings.
• Maintain regular engagement with existing clients to increase business opportunities.
• Ensure compliance with company policies, processes, and regulatory requirements.

Who Were Looking For

• Candidates with 1 TO 3 years of experience in Sales, Banking, Financial Services, Broking, Insurance, or related industries.
• Freshers with strong communication and sales aptitude are welcome.
• Excellent communication, interpersonal, and relationship-building skills.
• Strong customer orientation with a target-driven mindset.
• Ability to generate leads and convert prospects into customers.
• Energetic, confident, and comfortable with field sales/client meetings.
• Passion for learning about financial markets and investment products.
• Ability to work independently as well as part of a high-performance team.

Why Join Us?At Motilal Oswal, your performance can directly shape your growth. If you have the hunger to achieve, confidence to connect, and ambition to grow, this is an opportunity to build a rewarding career in financial services.