Client Relationship Executive

Key Responsibilities:
Relationship Executive- Sales & Marketing
Act as the primary point of contact for existing clients HNIs and retail.
Share portfolio updates, address client queries, and coordinate with dealers/investment teams for any client requests.
Schedule client meetings, follow-ups, and performance review calls.
Build long-term trust and help drive referral business.
Operations & Admin
Handle documentation for Demat & trading account openings.
Coordinate with Sharekhan back-office and RMS for margin, trade approvals.
Maintain accurate client records and CRM updates.
Telecalling & Lead Follow-Up
Call warm leads from campaigns, referrals, or walk-ins to explain Tradons services.
Fix appointments for the acquisition team or schedule video/phone meetings.
Maintain lead tracker, follow-up pipeline, and update feedback status.
Assist in sending onboarding messages, welcome kits, and WhatsApp follow-ups.

Key Requirements:
12 years of experience in client servicing, broking back-office, or financial sales roles.
Strong communication skills in English & Hindi (Kannada is a plus).
Comfortable with basic financial products and platforms.
Organized, proactive, and client-focused with multitasking ability.
Graduation in Commerce, Finance, or Business preferred.
Strong learning curve in capital markets and client management.
Modern workspace at Hustle Hub, HSR Layout.
Scope to grow into senior roles as the company scales.

How to Apply:
Apply here for interview details.&