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03/06 Ishita Gupta
HR at Qualifiyer Live

Views:4 Applications:7 Rec. Actions:Recruiter Actions:2

Executive - Client Relationship - Capital & Financial Market (3-4 yrs)

Bangalore Job Code: 328767

Job Description :

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 focussed 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

Key Responsibilities :

- Generate a pipeline of high-value prospects.

- Handle relationship management and issue resolution.

- Prepare activities utilizing available tools, reports, action items and business insights to enable a productive sales activity.

- Engage with the client following the sales process and practices defined for that opportunity.

- Establish and develop business relationships with new and prospective customers to generate new business for the Company's products/services.

- Directing customers to a specific outcome through company-approved communication channels.

- Analyze the clients portfolio and contact clients who stopped or reduced trading with the company to find out the reasons.

- Proactively reach the client in case of any information needed from the client in order to address the payment issues.

- Manage the incoming clients queries and complaints.

- Arrange meetings with existing and prospective contacts

- Collect data on market competitors, including prices, product sales, and sales campaigns, as well as marketing methods

Requirements :

- Minimum 1 year of work experience in telemarketing or any relevant client-facing roles within the financial services industry.

- Sales-driven and motivated personality to achieve KPIs on a weekly/monthly/quarterly basis.

- An ability to adapt to rapidly changing environments and processes.

- Knowledge of basic troubleshooting skills would be preferred.

- Strong client-facing and communication skills.

- A hunter & entrepreneur mindset with the ability to grow business sales;

- Strong experience in managing & leading a team effectively to achieve target performance (KPI)

- Proven ability to develop and implement a strategic business expansion plan.

- Excellent verbal and written communication skills, including facilitation of group presentations.

- Ability to work under pressure, face constant challenges, adapt to changes

- Experience in the online financial trading industry : Forex, CFDs, MT4/MT5 platform.

- Knowledge of financial markets

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