Company Description Motilal Oswal Asset Management Company Ltd. (MOAMC) is a public limited company and the appointed Investment Manager to Motilal Oswal Mutual Fund, operating under an Investment Management Agreement with Motilal Oswal Trustee Company Ltd. Incorporated in 2008, MOAMC is headquartered at Motilal Oswal Tower in Prabhadevi, Mumbai. The company is registered with SEBI as a Portfolio Manager and manages mutual fund schemes alongside portfolio management services without conflict of interest.

In addition to its core asset management activities, MOAMC may offer advisory services to offshore funds, financial consultancy, and research-based services subject to regulatory approvals. Its Board of Directors comprises experienced professionals from diverse backgrounds, providing strong governance and strategic guidance.

Role Description The Virtual Relationship Manager – Digital Sales role is a full-time, on-site position based in Mumbai. In this role, the professional will engage with clients virtually through digital channels to promote and sell mutual fund and investment products, focusing on building long-term relationships and driving asset growth. Day-to-day responsibilities include responding to client inquiries, explaining product features and performance, assisting with transactions and onboarding, and ensuring a high standard of customer service.

The role also involves tracking leads and opportunities using digital tools, coordinating with internal teams for smooth execution of investment processes,



and adhering to regulatory and compliance requirements.

The Virtual Relationship

Manager will continuously update their understanding of market trends and MOAMC offerings to provide informed, goal-oriented recommendations to clients.

Qualifications

- Strong client relationship management and customer service skills, with the ability to communicate clearly and professionally via phone, email, and digital platforms.
- Knowledge of mutual funds, investment products, and capital markets, with the ability to explain financial concepts in a simple and accurate manner.
- Proficiency in using CRM systems, digital sales tools, and standard office applications to manage leads, track interactions, and prepare reports.
- Demonstrated sales acumen, including lead generation, needs assessment, cross-selling, and achievement of defined targets in a financial or service-oriented domain.
- Strong analytical and problem-solving skills to understand client needs, interpret data, and recommend suitable solutions within regulatory guidelines.
- Bachelor’s degree in Finance, Commerce, Business, Economics, or a related field; relevant certifications such as NISM Series V-A (Mutual Fund Distributors) are an advantage.
- Ability to work in a structured, compliance-focused setting, with attention to detail and adherence to SEBI and internal policies.
- Prior experience in digital sales, wealth management, or financial services roles is preferred, along with a collaborative approach to working with cross-functional teams.

📌 Virtual Relationship Manager – Digital Sales (Mumbai)
🏢 Motilal Oswal Asset Management Company
📍 Mumbai