Company Description
Motilal Oswal Financial Services Ltd. (MOFSL), established in 1987, has evolved from a small sub-broking unit into a leading financial services firm with over 12,000 team members. Headquartered in Mumbai, MOFSL offers a diversified portfolio of services, including Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, and Investment Banking. With a presence in over 550 cities and towns via 2,500+ business locations, the firm serves a diverse client base of over 5.2 million customers. Renowned for its strong research foundation, MOFSL allocates 10% of its revenue to equity research and employs a highly skilled team. The company has consistently received accolades, including the Best Performing Equity Broker (National) at the CNBC TV18 Financial Advisor Awards for five consecutive years.
Role Description
This is a full-time on-site role for a Relationship Manager, based in Chennai. The Relationship Manager will focus on building and maintaining strong relationships with clients by understanding their financial services needs and providing tailored investment solutions. Responsibilities include managing a portfolio of clients, identifying business opportunities, offering personalized financial advice, and ensuring client satisfaction. Additionally, the role involves actively contributing to achieving sales targets and collaborating with internal teams.
Qualifications
- Proficiency in financial services, investment products, and portfolio management.
- Strong interpersonal, communication, and client relationship management skills.
- Sales and business development experience with the ability to meet or exceed targets.
- Knowledge of the financial markets, analysis, and ability to provide strategic investment advice.
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Excellent problem-solving, negotiation, and decision-making skills.
- Relevant certifications in financial planning or investment advisory (e.g., NISM certifications) are an advantage.
- Proficiency in regional language(s) is an added benefit for client interactions in the Chennai location.
