Relationship Manager

Role Specification :

Designation: FOCO Sales - Relationship Manager

Department: Sales-FOCO Franchisee Team

Function: Franchisee

Company: Motilal Oswal Financial Services

Reporting to: FOCO HO - Sales Team Leader

Location: Motilal Oswal Franchisee

Job Purpose

Responsible to drive new client acquisition in the stock market and financial services domain. The ideal candidate will be responsible for opening Demat and Trading accounts, managing client relationships, and promoting investment products through direct sales and referral channels.

Additionally, FOCO Sales Relationship Manager will promote and cross-sell third-party investment products such as Mutual Funds, SIPs, and PMS to increase client wealth and organizational profitability.

Key Deliverables

• New Client Acquisition: Drive new client acquisition by opening Demat and trading accounts through field sales, referrals, and direct prospecting.
• System Management: Work on the Single Interface system to manage leads, client Onboarding, and ensure effective utilization of sales tools.
• Referral Associate (RA) Model: Develop and manage the RA (Referral Associate) model to generate consistent leads and expand the client base.
• Local Area Marketing: Conduct local area marketing activities such as investor meets, prospect seminars, and webinars to create awareness and generate leads.
• Client Meetings & Cross-Selling: Meet existing and prospective clients for account opening, relationship management, and cross-selling of financial and investment products.
• Market & Product Knowledge: Stay updated with market outlook, stock market trends, and product knowledge to provide accurate information and improve sales effectiveness.

Role Requirements

Key Requirements

Educational Qualification

o  A Bachelor’s Degree in Finance, Commerce, Business Administration, Economics, or any related discipline is required.

o  A strong academic foundation in capital markets, financial instruments, and investment concepts will be an added advantage.

·      Certifications:

o  Mandatory: NISM Series VIII – Equity Derivatives Certification (must be active/valid as per regulatory norms).

·      Relevant

Work Experience:

o  Minimum 1+ year of professional experience in the equity advisory, broking, or wealth management industry.

o  Prior exposure to client servicing, equity trading, advisory responsibilities and achieving brokerage targets will be highly valued.

o  Experience working within a franchisee-driven business model is a plus.

Why Join Us?

    Join one of India’s most respected and award-winning financial services institutions with a legacy of excellence in equity advisory and wealth creation.

·      Continuous training, advanced research support, and access to expert advisory teams help you sharpen your investment and market expertise.

·      Competitive incentives, rewards, and recognition programs ensure career and financial growth for high performers.

·      Clear pathways to leadership or specialist roles through structured development programs and franchisee network exposure.