Relationship Manager

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a diversified financial services firm offering solutions across Private Wealth, Retail and Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodities, Currencies, and Home Finance. Founded in 1987, MOFSL has grown into a 12,000+ member team with a strong focus on customer-first service, ethical practices, professional excellence, and technology-driven innovation. Headquartered in Mumbai, the company serves over 5.2 million customers through a network of 2,500+ business locations across 550 cities and towns. MOFSL is widely recognized for its research-based advice, investing nearly 10% of its revenue in equity research, and has a dedicated team of 25+ analysts covering more than 250 companies across 20 sectors. Its commitment to quality research and client service has earned multiple industry awards, including repeated recognition as Best Performing Equity Broker (National) and induction into the Hall of Fame at the Financial Advisory Awards.
Role Description This full-time, on-site Relationship Manager role is based in Kolkata. The Relationship Manager will be responsible for acquisition of clients, including retail and high net worth individuals, by understanding their financial goals and recommending suitable products and services. Daily activities include client onboarding, portfolio review meetings, proactive follow-ups, and handling client queries and service requests in a timely and professional manner. The role involves coordinating with internal teams for trade execution, product information, and research insights, while ensuring regulatory and compliance standards are met. The Relationship Manager will also focus on business development through lead generation, cross-selling, and building long-term, trust-based client relationships.
Qualifications
Candidates should possess strong client relationship management and customer service skills, including the ability to build trust, handle queries, and maintain long-term engagement.
Candidates should possess sales and business development skills, such as lead generation, cross-selling, and achieving revenue and portfolio growth targets.
Candidates should possess sound knowledge of financial markets and investment products, including equities, mutual funds, and other wealth management solutions.
Candidates should possess communication and interpersonal skills, including clear verbal and written communication, presentation abilities, and active listening.
Candidates should possess analytical and problem-solving skills to interpret client needs, use research insights, and recommend appropriate financial strategies.
Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications in securities or wealth management are an advantage.
Prior experience in broking, wealth management, or financial advisory roles is preferred; familiarity with regulatory requirements and SEBI norms is beneficial.

Work arrangement
No