– Sales Relationship Manager (FOCO – Franchisee Biz) Position : Relationship Manager Industry : Financial Services / Wealth Management Location : Across Karnataka Key Responsibilities : Client Acquisition: Generate recent clients by acquiring Demat and Trading accounts through referrals, direct prospecting, networking, etc.

Referral

Associate (RA) Model: Develop and manage a solid network of Referral Associates to generate consistent leads and expand the client base.

Local Area Marketing: Conduct investor meets, seminars, webinars, and other local marketing initiatives to create awareness and generate quality leads.

Client Relationship Management: Build and maintain strong relationships with existing and prospective clients. Cross-Selling: Identify customer requirements and introduce suitable financial and investment products and services. Market & Product Knowledge Qualifications &

Experience Graduate in any discipline.



Candidates with 1 year of experience in financial services, stock broking, wealth management, or a related field are preferred. Freshers interested in building a career in the stock market and financial services may also apply.

Strong communication, interpersonal, and relationship-management skills. Basic understanding of stock markets, Demat accounts, trading, and investment products. Ability to generate leads, develop relationships, and achieve business objectives.

We are looking for result-oriented and customer-focused professionals who are passionate about financial markets and enjoy building long-term client relationships. The ideal candidate should have solid communication skills, a proactive approach, and an interest in developing a career in wealth management and financial services

📌 Sales Relationship Manager Demat And Trading Account Bengaluru
🏢 Motilal Oswal Financial Services
📍 Bengaluru