Financial Services Relationship Manager

1 day ago


Kolkata, West Bengal, India Motilal Oswal Fin Ser Limited Full time

At Motilal Oswal Fin Ser Limited, we are seeking an experienced Financial Services Relationship Manager to manage and enhance relationships with clients, ensuring high levels of customer satisfaction and driving business growth through internal and external client networks.

This role requires a blend of sales expertise, customer service skills, and strong interpersonal abilities to effectively engage with clients, understand their needs, and deliver personalized solutions.

Key Deliverables:

  • Dealing in various long & short term Debt instruments of corporate bonds in primary and secondary markets
  • Offering various corporate bonds, government securities, state government securities to Provident Fund, Family Offices, HNI, Sub broker / IFA and Corporates
  • Sourcing of SLR and Non SLR securities from Banks, Primary Dealers & Institutions
  • Building relationship with clients and partners
  • Managing a team of Fixed Income advisors/RMs and coordinating internally with the other businesses
  • Achieving the business targets in terms of volume and revenue both
  • Working to expand the market reach for Fixed Income products

Role Requirements:

  • Candidates should have minimum 10 years experience in the bond market
  • Qualification: MBA / Graduate
  • Excellent communication and interpersonal skills, with the ability to effectively interact with clients from diverse backgrounds
  • Proficiency in CRM software, Microsoft Office suite, and other relevant tools for customer relationship management and sales tracking
  • Ability to work independently and collaboratively in a fast-paced, dynamic environment
  • Demonstrated commitment to professionalism, integrity, and ethical conduct in all aspects of client interactions and business operations

The estimated salary for this position is ₹80,000 - ₹1,200,000 per annum, depending on experience and qualifications.



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