Executive - Relationship Manager (Surat)

Motilal Oswal Financial Services (MOFSL); Surat; On-site; INR 350,000 - 550,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) is seeking an Executive - Relationship Manager in Surat. The role focuses on cross-selling subscription based financial products, including trading software and advisory services.

You will train clients, host webinars, and travel to branches to conduct seminars and training sessions. Freshers or experienced candidates with strong communication, networking, and a proactive, target-driven attitude are preferred.

Qualifications

• Active listener with strong communication and networking abilities.
• Graduate or post-graduate in any stream; fresher or experienced.
• Self-starter, proactive and target oriented with a sales mindset.

Responsibilities

• Responsible for achieving revenue targets through cross selling of subscription based financial products.
• Provide training to clients for trading strategies and use of trading software & API based auto trade execution.
• Deliver webinars and seminars on various financial products.
• Keep updated on stock market outlook and product knowledge.
• Should be passionate for outbound cold calling inviting seminars and webinars.
• Travel extensively to branches and franchisees for client seminars and training.
• Bring innovative ideas to help achieve sales targets.
• Able to handle client meetings independently.

Skills

Active listener

Extrovert

Networking

Communication skills

Self-starter

Proactive

Target oriented

Convincing skills

Education

Graduate / Post-graduate in any stream

Job description

Roles - Executive - Relationship Manager

Location - Surat (Udhana)

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 & Gujarati & English