Client Relationship Executive (kolkata)

Motilal Oswal Financial Services (MOFSL); Kolkata District; On-site; INR 300,000 - 450,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Kolkata invites applications for the role of Client Relationship Executive. You will build and maintain strong relationships with existing and prospective clients, understand their needs, and recommend subscription-based financial products across Equity, Derivatives, Currency and Commodity markets.

You will also conduct webinars and seminars, assist with trading strategies and APIs, coordinate with branches, and identify opportunities for cross-selling

Qualifications

• Graduate or post-graduate in any stream.
• Fresher / Experienced.
• Self-starter and proactive.
• Strong networking and relationship-building skills.

Responsibilities

• Build and maintain strong 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 information.
• 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 for client follow-ups, seminar and webinar invitations, and lead generation.
• Stay updated with stock market trends 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

Active listening

Communication

Networking

Self-starter

Target oriented

Education

Graduate / Post-graduate in any stream

Job description

Designation: Client Relationship Executive

Openings at: Kolkata (West Bengal)

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