Relationship Manager

Company Description

Motilal Oswal Financial Services Ltd. (MOFSL), established in 1987, has grown from a small sub-broking unit to a diversified financial services entity with over 12,000 team members. Headquartered in Mumbai, MOFSL serves over 5.2 million customers through 2,500+ business locations in 550+ cities. Offering a broad range of financial products and services, including wealth management, broking, asset management, and investment banking, MOFSL is driven by research-based value investing and innovative technology. Recognized for excellence, MOFSL has received various awards, including the Best Performing Equity Broker title at the CNBC TV18 Financial Advisor Awards for five consecutive years.

Role Description

This is a full-time, on-site role based in Bhubaneswar for a Relationship Manager at Motilal Oswal Financial Services Ltd. The Relationship Manager will be responsible for managing and building relationships with clients, identifying and understanding their financial needs, and providing suitable financial solutions. Responsibilities include achieving sales targets, acquiring and retaining clients, providing investment advice, cross-selling financial products, and maintaining client portfolio records. The role will involve continuous engagement with clients to ensure satisfaction and quality of service.

Qualifications

• Proficiency in client management, relationship-building, and customer engagement
• Strong understanding of financial products such as wealth management, mutual funds, and investment banking
• Exceptional communication, negotiation, and interpersonal skills
• Analytical and problem-solving abilities with a focus on delivering client-centric solutions
• Knowledge of financial markets, portfolio management, and industry trends
• Self-motivated, goal-oriented, and capable of achieving sales targets in a competitive environment
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Prior experience in financial services or relationship management is highly desirable