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.
Valuable knowledge of:
Stock Broking & Financial Markets
Trading & Operations
Client Risk Profiling
Technical & Fundamental Analysis
Ideal CandidateA result-oriented candidate with robust communication skills, a sales mindset, and an interest in the stock market and financial services, who is comfortable with field sales and client meetings.