Motilal Oswal Financial Services Ltd
Website:
motilaloswalgroup.com
Job details:
Company Description
Motilal Oswal Financial Services Ltd. (MOFSL), founded in 1987, has grown from a small sub-broking unit to a well-diversified financial services firm with over 12,000 members. Headquartered in Mumbai, MOFSL offers a range of financial products and services, including Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, and more. With a network spanning over 550 cities and towns and a client base exceeding 5.2 million, the company serves retail investors and institutional clients globally. Known for its research-driven approach, MOFSL invests significantly in equity research, with a team of 25+ analysts covering over 250 companies across 20 sectors. Its commitment to excellence has earned numerous accolades, including the Best Performing Equity Broker award from CNBC TV18 for five consecutive years.
Role Description
This is a full-time, on-site Relationship Manager role based in New Delhi. As a Relationship Manager, you will build and maintain strong relationships with existing and potential clients. Key responsibilities include understanding client needs, providing investment and financial advice, cross-selling financial products, and ensuring client satisfaction. You will work to meet defined sales targets, support clients with product inquiries, and maintain industry and market knowledge to keep strategies up to date.
Qualifications
- Strong client relationship and relationship management skills
- Expertise in financial advisory, investments, and wealth management
- Understanding of financial markets, products, and services
- Exceptional communication and presentation skills
- Ability to analyze client needs and craft tailored financial solutions
- Proven track record of meeting or exceeding sales targets
- Bachelor’s degree in Finance, Business Administration, or a related field
- Relevant certifications such as NISM or CFP are advantageous
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