Sales Relationship Manager

Sales Relationship Manager – FOCO

Business: Franchisee Biz – FOCO (Franchise Office Company Owned)

Location: Mumbai

Company: Motilal Oswal Wealth Management

• Job DescriptionDrive new client acquisition by opening Demat and Trading Accounts through field sales, referrals, and direct prospecting.
• Develop and manage the RA (Referral Associate) model to generate consistent leads and expand the client base.
• Conduct Local Area Marketing (LAM) activities such as investor meets, prospect seminars, and webinars to create awareness and generate leads.
• Meet existing and prospective clients for account opening, relationship management, and cross-selling of financial and investment products.
• Build and maintain strong client relationships while identifying new business opportunities.
• Qualifications & ExperienceGraduate in any stream.
• NISM certification preferred/required as applicable.
• Candidates with 1+ year of relevant experience in financial services, stock broking, wealth management, or related domains are preferred.
• Freshers who want to start their career in the stock market/financial services are also welcome.
• Excellent communication and interpersonal skills.
• Good knowledge of:
• Stock Broking & Financial Markets
• Trading & Operations
• Client Risk Profiling
• Technical & Fundamental Analysis

Key Skills: Sales | Client Acquisition | Field Sales | Wealth Management | Stock Market | Demat Account | Trading Account | Referral Sales | Relationship Management | Cross-Selling | Lead Generation

Ideal CandidateA result-oriented candidate with strong communication skills, a sales mindset, and an interest in the stock market and financial services, who is comfortable with field sales and client meetings.