Relationship Manager – Investment

Job Title: Relationship Manager – Investment

Location: Motilal Oswal Financial Services Ltd (AP), GTB Enclave, Delhi

Employment Type: Full-time

About the Role:

Relationship Manager

Key Responsibilities:

• Identify, acquire, and onboard new clients interested in trading and investments.
• Build and nurture long-term relationships with existing clients.
• Understand clients’ financial goals and recommend suitable investment solutions.
• Assist clients with account opening, KYC, portfolio setup, and trade execution.
• Coordinate with the research/advisory team to share timely market insights and opportunities.
• Monitor client portfolios and suggest appropriate rebalancing or strategies.
• Achieve monthly and quarterly targets for client acquisition and revenue growth.
• Maintain accurate records of client communications and transactions.
• Stay updated with market developments, products, and regulatory guidelines.

Required Skills and Qualifications:

• Graduate, preferred in Finance, Commerce, Economics, or a related field.
• Sound understanding of equity, mutual funds, and derivatives.
• Excellent communication, persuasion, and relationship management skills.
• Self-motivated with a target-oriented mindset.
• NISM certification (preferred or must be obtained within 6 months).

What We Offer:

• Attractive incentives and performance-based rewards.
• Continuous training and career growth in capital markets.
• Exposure to diverse investment products and client portfolios.
• Supportive environment with access to market research and advisory tools.

Please share your CV at aakasharora@aakashonfinance.com.