Executive - Relationship Manager (Banglore)

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

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking an Executive - Relationship Manager in Bangalore (Gandhi Nagar). The role focuses on achieving revenue targets through cross-selling subscription-based financial products and delivering client training on trading software and API-based execution.

The candidate will conduct webinars/seminars, stay updated on stock market trends, and travel to branches for seminars and training. Strong communication and networking skills are essential.

Qualifications

• Revenue targets achieved through cross selling of financial products.
• Training clients on trading software and API trading.
• Deliver webinars and seminars on financial products.
• Willingness to travel to branches for seminars and training.
• Strong communication and networking skills.

Responsibilities

• Responsible for achieving revenue targets through cross selling of subscription based financial products to clients.
• Provide Training to clients for building trading strategies, use of robotic trading software & API based auto trade execution.
• Deliver Webinar & Seminar on various financial products.
• Stay updated on stock market outlook and product knowledge.
• Should be passionate and proactive for outbound cold calling inviting seminars & webinars.
• Travel to branches & franchisees for delivering clients seminars & employee training.
• Bring innovative ideas to help achieve sales targets.
• Handle client meetings independently.

Skills

Cross selling

Client training

Outbound calling

Relationship building

Stock market knowledge

Kannada / English

Education

Graduate / Post-graduate

Job description

Roles - Executive - Relationship Manager

Location - Bangalore (Gandhi Nagar)

Role & 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.

Preferred candidate profile

• 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 regional languages & Kannada & English