Executive - Relationship Manager (Vadodara)

Motilal Oswal Financial Services (MOFSL); Vadodara; On-site; INR 260,000 - 520,000; Full time

Job summary

Motilal Oswal Financial Services (MOFSL) in Vadodara is seeking an Executive - Relationship Manager to drive revenue through cross-selling financial products. You will train clients on trading strategies and API-based tools, and lead seminars and webinars.

The role requires frequent travel to branches for client engagements, with emphasis on strong networking and proactive outreach. The ideal candidate is an active listener with excellent communication skills, capable of independent client

Qualifications

• Fresher or experienced.
• Graduate or postgraduate in any stream.
• Should possess strong networking and communication skills.

Responsibilities

• Achieve revenue targets through cross selling of subscription based financial products.
• Provide training to clients for trading strategies and use of trading software.
• Deliver webinars and seminars on financial products.
• Keep updated on stock market outlook and product knowledge.
• Travel to branches and franchisees for client seminars and employee training.
• Develop innovative ideas to achieve sales targets.
• Handle client meetings independently.

Skills

Active listener

Extrovert

Good communication

Self-starter

Target oriented

Networking

Relationship building

Education

Graduate / Post-graduate

Tools

Trading software

Trading APIs

Robotic trading software

Job description

Roles - Executive - Relationship Manager

Location - Vadodara (Gorwa)

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