Business Development Manager – Franchisee Division (Wealth Management) Job in Delhi at Motilal Oswal Financial Services

Key Responsibilities

1. Franchisee Engagement & Client Acquisition

• Drive new client acquisition for acquired franchisees by executing hyperlocal engagement activities.
• Organize and manage events in premium residential societies and local communities to target HNI clients.
• Support franchisees in client onboarding, profiling, and business activation.

2. Revenue Generation & Business Support

• Drive growth for overall revenue generation for the franchisee partner.
• Assist in AUM accumulation through structured Broking products (StratX), drive MTF book growth, and boost product penetration.
• Track and evaluate the performance of High-Value Transactions (HVT) and High Net-Worth Individuals (HNIs) within the partner network and drive their engagement and growth.

3. Knowledge Transfer & Product Penetration

• Promote Investment Products (IP) and Commodities by facilitating educational engagement seminars and workshops.
• Coordinate with internal product teams to ensure timely knowledge dissemination and client engagement through franchisee partners.

4. Business Acumen & Relationship Management

• Act as the single point of contact (SPOC) for assigned franchisee partners, ensuring consistent business development support.
• Provide strategic inputs to partners on growth opportunities, portfolio enhancement, and revenue optimization.

5. Compliance, Audit & Partner Satisfaction

• Ensure a high Franchisee Satisfaction Index by proactively resolving partner concerns and operational issues.
• Conduct regular compliance audits and hygiene checks using standardized formats.
• Work in alignment with internal policies and regulatory frameworks.

Key Requirements

• Experience: Minimum 3+ years in field sales with a focus on broking, third-party product distribution, or wealth management (preferably with competition).
• Industry Exposure: Must have experience working in Wealth Management, Broking, NBFCs, or related financial services.
• Location Knowledge: Familiarity with specific Mumbai localities and the ability to operate within a 4–6 km radius.

Skills:

• Strong relationship management and communication skills.
• Expertise in sales strategies, financial product knowledge, and client engagement.
• Self-motivated and target-oriented.
• Problem-solving skills with a proactive approach to partner management.
• Education: Graduate/Postgraduate in Finance, Business Administration, or related fields (preferred).

Focus on a customer-first attitude, ethical and transparent business practices, respect for professionalism, research-based value investing, and implementation of cutting-edge technology has enabled us to blossom into a 10,500+ member team.