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Motilal Oswal Financial Services Limited

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Santoshi Mata Chowk

Council Hall (Police Commissioner Office)

Hiring For Motilal Oswal - Relationship Manager

Role & Responsibilities:-
Acquire 7-8 new clients per month from the open market through proactive prospecting and networking.
Cross-sell a wide range of third-party investment products, including SIPs, Mutual Funds, Insurance, and Equity.
Drive revenue generation from all products within sourced accounts, ensuring continued business growth.
Achieve a target of 5 SIPs per month, each of Rs. 2000.
Build and maintain strong client relationships, understanding their needs and offering tailored investment solutions.
Meet monthly and quarterly sales targets through effective client management and strategic cross-selling.

Preferred Candidate Profile:-
Minimum 6 months of experience in sales, specifically in CASA, Insurance, Dmat, SIPs, or Mutual Funds.
Strong communication and interpersonal skills with the ability to engage and build relationships with clients.
Good knowledge of broking and operations within the financial services industry.
Prior experience in the broking industry is a plus.

How to Apply:
To schedule your interview, call or send your CV via WhatsApp to
HR Mugdha - 9172003079


Relationship Manager

College Square

Kolkata

Relationship Manager – Motilal Oswal

Job Responsibilities:-0
Acquire 7–8 new clients per month through open market sourcing, proactive prospecting, and networking activities.
Promote and cross-sell third-party investment products such as SIPs, Mutual Funds, Insurance, and Equity products.
Generate revenue across all financial products within sourced accounts to ensure continuous business growth.
Achieve monthly SIP targets of 5 SIPs with a minimum investment value of ₹2,000 each.
Build and maintain strong client relationships by understanding financial needs and offering suitable investment solutions.
Meet monthly and quarterly sales targets through effective client acquisition, relationship management, and cross-selling strategies.
Maintain high levels of customer service and ensure long-term client engagement.

Preferred Candidate :-
ProfileMinimum 6 months of experience in sales within CASA, Insurance, Demat Accounts, SIPs, Mutual Funds, or related financial products.
Strong communication, negotiation, and interpersonal skills.
Good understanding of broking operations and financial service products.
Prior experience in the broking industry will be an added advantage.
Target-oriented and self-motivated individual with strong relationship-building skills.

How to ApplyInterested candidates can schedule an interview by calling or sharing their CV via WhatsApp:
HR Sakshi – 8855808237


Darshali

Mandvi

Relationship Manager – Motilal Oswal

Ahmedabad (Rural) District Court

Chaiteshwar Mahadev

I.I.T.Main Gate

Mumbai

Johar Chowk

Brigadier Zabar Singh Colony

Pratap Nagar

Managing Client relationships and provide service and generate bussiness


Equity Advisor

Talavadi (Thaltej)

Daily Client Risk Management: Monitor client portfolios daily to assess risk and performance. Identify goal deviations and recommend corrective investment actions.
Relationship Management: Build and maintain strong partner relationships
Revenue Generation: Meet assigned revenue and client acquisition targets
Promote and cross-sell third-party investment products such as Mutual Funds, SIPs, and PMS to increase client wealth and organizational profitability
Compliance: Ensure adherence to all regulatory and organizational policies 


Acquire new clients by opening Demat and trading accounts through field sales, referrals, and direct prospecting.
Build and manage a Referral Associate (RA) network to generate leads.
Conduct local marketing activities such as investor meets, seminars, and webinars.
Meet existing and prospective clients for account opening and relationship management.
Cross-sell financial and investment products.


SALES RELATIONSHIP MANAGER

Rashtrapati Bhavan

Mewala Maharajpur

Job Title: EQUITY ADVISOR- Investment Banking

Company Name: Motilal Owal Financial Services Limited 
Location: SRS Tower, Mewla Maharajpur, sector 37 Faridabad

Job Type: Full-Time

Job Summary:
​We are seeking a results-driven Sales Executive to join our authorized partnered team with Motilal Oswal. ​ The ideal candidate will have a proven track record in sales. You will be responsible for promoting our investment banking services, and initiating Demat account opening. 

Key Responsibilities:
Acquiring new clients and getting them onboard.

Build and maintain strong relationships with clients, understanding their financial needs.

Seek referrals from potential clients to increase new client base.

Collaborate with cross-functional teams to ensure seamless service delivery and client satisfaction.

Qualifications:
Any Bachelor’s degree
Minimum of 1 year of experience in any outbound sales (preferably within the financial services or investment banking vertical)

Strong understanding of any investment banking products and services.

Excellent communication, negotiation, and interpersonal skills.

Proven ability to meet targets and persistence.


Stock Broker

Investment Advisory: Provide tailored advice on stocks, derivatives, and mutual funds, helping clients align investments with financial objectives.
Market Analysis: Conduct in-depth research on market trends, company financials, and economic indicators to identify opportunities.
Client Relationship Management: Acquire new clients, retain existing ones through regular updates, and handle client queries.
Portfolio Management: Monitor, review, and rebalance client portfolios to minimize risk and optimize performance.
Trade Execution: Assist clients with trading strategies and, in some cases, execute trades on their behalf.


Financial Advisor

Dwarka Sector 11

We are looking for a Data Entry Operator to input, update, and maintain data in Excel with accuracy. The candidate should have basic knowledge of Microsoft Excel, good typing speed, and attention to detail. Responsible for data verification and maintaining records.


Back Office Executive

Bhawanipur

We are hiring a Financial Advisor Or Wealth Management Consultant who can help clients achieve their financial goals through smart investment planning and wealth management solutions. The role involves client relationship management, financial planning, investment advisory, and portfolio management across products like Mutual Funds, SIPs, PMS, Unlisted Shares, and other wealth solutions. Ideal candidates should possess strong communication skills, financial knowledge, and a client-focused approach.


Advisor / Consultant

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Motilal Oswal Financial Services Limited Jobs - Latest Vacancies in June 2026 | Apna

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Motilal Oswal Financial Services Limited Jobs - 12 Verified Vacancies

Relationship Manager

Relationship Manager

Relationship Manager – Motilal Oswal

Relationship Manager

Relationship Manager

Equity Advisor

Equity Advisor

SALES RELATIONSHIP MANAGER

Stock Broker

Financial Advisor

Back Office Executive

Advisor / Consultant