Brief : We are seeking a highly motivated and results-driven Client Relationship Executive to join our dynamic team. The Client Relationship Executive will play a crucial role in expanding our client base and growing our institutional products & services. The ideal candidate will have a strong background in financial services sales, a deep understanding of the capital & financial markets, and the ability to build and maintain strong relationships with institutional clients.
You will be the member of the client-facing department focused on new account acquisition and uplift of existing mass retail accounts through a value-driven relationship-based
approach. Client Relationship Executive is responsible for achieving the desired outcome from the allocated interactions across the client lifecycle.
:
1. Generate a pipeline of high-value prospects.
2. Handle relationship management and issue resolution.
3. Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity.
4. Engage with the client following the sales process and practices defined for that opportunity.
5. Establish and develop business relationships with new and prospective customers to generate new business for the Company's products/services.
6. Directing customers to a specific outcome through company-approved communication channels.
7. Analyze the clients portfolio and contact clients who stopped or reduced trading with the company to find out the reasons.
8. Proactively reach the client in case of any information needed from the client in order to address the payment issues.
9. Manage the incoming clients queries and complaints.
10. Arrange meetings with existing and prospective contacts
11. Collect data on market competitors, including prices, product sales, and sales campaigns, as well as marketing methods
Requirements:
1. Minimum 1 year of work experience in telemarketing or any relevant client-facing roles within the financial services industry.
2. Sales-driven and motivated personality to achieve KPIs on a weekly / monthly / quarterly basis.
3. An ability to adapt to rapidly changing environments and processes.
4. Knowledge of basic troubleshooting skills would be preferred.
5. Strong client-facing and communication skills.
6. A hunter & entrepreneur mindset with the ability to grow business sales;
7. Strong experience in managing & leading a team effectively to achieve target performance (KPI);
8. Proven ability to develop and implement a strategic business expansion plan.
9. Excellent verbal and written communication skills, including facilitation of group presentations.
10. Ability to work under pressure, face constant challenges, adapt to changes;
Plus to Have :
1. Experience in the online financial trading industry: Forex, CFDs, MT4/MT5 platform.
2. Knowledge of financial markets
Languages : English & Hindi Mandatory
Job Types: Full-time, Permanent
Pay: ?30,000.00 - ?40,000.00 per month
Benefits:
• Health insurance
• Provident Fund
Compensation Package:
• Commission pay
• Performance bonus
• Yearly bonus
Schedule:
• Day shift
Work Location: In person
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