Client Relationship Exectuive

Motilal Oswal Financial Services (MOFSL); New Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Delhi is seeking a Client Relationship Executive to build and nurture client relationships. You will understand client needs, recommend subscription-based financial products, and support trading strategies across equity and derivatives markets.

You will conduct webinars, host seminars, and manage outbound calls for engagement while coordinating with branches for meetings and training.

Qualifications

• Active listening and communication skills required.
• Graduate or Post-graduate in any stream.
• Fresher or Experienced; self-starter and proactive; target oriented.

Responsibilities

• Build and maintain relationships with existing and prospective clients.
• Understand client requirements and recommend subscription-based financial products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct regular client interactions to understand needs and provide product information for a positive experience.
• Assist clients with trading strategies, robotic trading software, and API-based auto trade platforms.
• Conduct webinars and seminars to educate clients about financial products and market opportunities.
• Handle outbound calls for follow-ups, invitations, and lead generation.
• Coordinate with branches and franchise locations for meetings and training.

Skills

Active listening

Extrovert

Communication skills

Networking

Relationship building

Self-starter

Proactive

Goal oriented

Education

Graduate / Post-graduate in any stream

Job description

Designation: Client Relationship Exectuive

Openings at: NewDelhi

Key Responsibilities

• Build and maintain strong relationships with existing and prospective clients.
• Understand client requirements and recommend suitable subscription-based financial products such as trading software, option trading advisory services, and investment products across Equity, Derivatives, Currency, and Commodity markets.
• Conduct regular client interactions to understand their needs, provide product information, and ensure a positive client experience.
• Assist clients with trading strategies, robotic trading software, and API-based auto trade execution platforms.
• Conduct webinars and seminars to educate clients about financial products and market opportunities.
• Handle outbound calling activities for client follow-ups, seminar and webinar invitations, and lead generation.
• Stay updated with stock market trends, financial products, and industry developments.
• Coordinate with branches and franchise locations for client meetings, seminars, and training programs.
• Identify opportunities for cross-selling and upselling financial products to existing clients.
• Independently manage client meetings, presentations, follow-ups, and relationship-building activities.
• Contribute innovative ideas to improve client engagement, retention, and business growth.

Skills Required

• Active listener, Extrovert with good communication skills.
• Fresher / Experienced.
• Graduate / Post-graduate in any stream.
• Should be a self-starter, proactive & target oriented.
• Should possess strong networking & relationship building skills.
• Must have good Convincing & Communication Skills.
• Good customer handling and problem-solving skills.

Added Knowledge

• Knowledge of Stock Market.
• Able to speak Hindi, English & Regional Language.

Package: As per industry standards