Business: Franchisee Biz – FOCO (Franchise Office Company Owned)
Location: Mumbai
Company: Motilal Oswal Wealth Management
- Job DescriptionDrive recent 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
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.