Client Relationship Executive

Motilal Oswal Financial Services (MOFSL); New Delhi; On-site; INR 350,000 - 500,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is looking for a Client Relationship Executive in Delhi. This role involves achieving sales targets by cross-selling subscription-based financial products and training clients on trading strategies and robotic trading software.

The ideal candidate should be a graduate or post-graduate, possess excellent communication skills, and be proactive in client engagement. Responsibilities include conducting seminars, maintaining market knowledge, and extensive travel.

Qualifications

• Good communication skills in Hindi, English, and a regional language.
• Graduates or post-graduates can apply.
• Self-starter, proactive, and target-oriented individual.

Responsibilities

• Achieve revenue targets through cross-selling financial products.
• Train clients on trading strategies and software.
• Conduct webinars and seminars on financial products.
• Stay updated on stock market trends.
• Engage in outbound calling for seminar invitations.
• Travel extensively for training and seminars.
• Innovate ideas to achieve sales targets.
• Hold client meetings independently.

Skills

Active listening

Communication skills

Networking

Self-motivation

Sales orientation

Education

Graduate/Post-graduate in any stream

Job description

Designation: Client Relationship Executive

Openings at: Delhi (Connaught Place)

Key Responsibilities

• Responsible for achieving revenue targets through cross selling of subscription based financial products to the clients like Trading Software, Option trading advice and various trading & Investment products of Equity, Derivative, Options, Currency and Commodity Market.
• Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution.
• Responsible for delivering Webinar & Seminar on various financial products.
• Responsible for keeping self-updated on stock market outlook and product knowledge.
• Should be passionate & aggressive for outbound cold calling calling of Seminar & Webinar inviting process.
• Will be responsible for extensive travelling to branches & franchisees for delivering clients seminars & employees training
• Ability to bring innovative ideas which helps in achieving sales target.
• Able to handle client meetings independently.

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

Added Knowledge

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