Client Relationship Executive

Motilal Oswal Financial Services (MOFSL); New Delhi; On-site; INR 300,000 - 600,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Delhi (Connaught Place) seeks a Client Relationship Executive to drive revenue through cross-selling financial products and to train clients in trading tools.

The role includes delivering seminars, webinars, and training sessions, with extensive travel to branches and franchisees. Freshers and experienced candidates with a Graduate or Postgraduate degree and strong communication are encouraged to apply.

Qualifications

• Active listener with strong communication.
• Fresher or experienced candidate.
• Graduate or postgraduate in any stream.
• Self-starter, proactive and target oriented.
• Strong networking and relationship-building skills.
• Good convincing and communication abilities.

Responsibilities

• Achieve revenue targets via cross-selling financial products to clients.
• Provide training on trading strategies and robo trading software.
• Deliver webinars and seminars on financial products.
• Stay updated on stock market outlook and product knowledge.
• Travel to branches for client seminars and training.
• Generate new ideas to help reach sales targets.

Skills

Active listener

Extrovert

Communication skills

Fresher/Experienced

Graduate/PG

Self-starter

Networking

Relationship building

Education

Graduate/Postgraduate 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