Executive - Relationship Manager

Motilal Oswal Financial Services (MOFSL); Ernakulam; On-site; INR 3,00,000 - 5,00,000; Full time

Job summary

A leading financial services firm is looking for an Executive Relationship Manager in Ernakulam. The role includes achieving revenue targets through cross-selling financial products, training clients on trading strategies, and conducting webinars. Ideal candidates should have strong communication skills, be proactive, and hold a graduate or postgraduate degree. Knowledge of the stock market and fluency in Malayalam and English is a plus.

Qualifications

• Minimum qualification: Graduate / Post Graduate.
• Experience in sales preferred.
• Must be proficient in English and Malayalam.

Responsibilities

• Achieve revenue targets through cross-selling financial products.
• Provide training to clients on trading strategies.
• Deliver webinars and seminars on financial products.
• Stay updated on stock market outlook.
• Engage in outbound cold calling for seminars.
• Travel extensively to branches for training and seminars.
• Generate innovative ideas to meet sales targets.
• Handle client meetings independently.

Skills

Active listener

Extrovert with good communication skills

Self-starter

Proactive & target oriented

Strong networking & relationship building skills

Good convincing & communication skills

Education

Graduate / Post Graduate

Job description

MOTILAL OSWAL FINANCIAL SERVICES LTD

Designation: Executive Relationship Manager (Tele Sales + Field Sales)

Preference : Male Candidates

Qualification : Minimum - Graduate / Post Graduate (Preferred)

Openings at: Ernakulam, Cochin

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 Malayalam & English