Client Relationship Executive

Tradon

3+ Years

15000 - 20000 Monthly

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Posted: 06 May 25

Job Description

Experience: Minimum 12 years in financial services, Telecalling and client servicing, or operations
Employment Type: Full-Time | In-Office

We are now looking for a multi-skilled, client-focused professional who can manage relationship building, backend operations, and telecalling support in a dynamic startup environment.

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.

More information about this Client Relationship Executive Job

Please go through the below FAQs to get all answers related to the given Client Relationship Executive job

What are the job requirements to apply for this Client Relationship Executive job position?
- Ans: A candidate must have a minimum of 3+ year experience as an Client Relationship Executive

What is the qualification for this job?
- Ans: The candidate can be a Graduate from any of the following: 12th Pass (HSE)
What are the salary requirements for this job?
- Ans: The salary range is between 15000 and 20000 Monthly. The Salary will depend on the interview. This Client Relationship Executive is a Full Time in Bangalore.
What is the hiring Process of this job?
- Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.
This Client Relationship Executive is a work from home job?
- Ans: No ,its not a Work from Home Job.
How many job vacancies are opening for the Client Relationship Executive position?
- Ans: There are immediate 1 job openings for Client Relationship Executive in our Organisation.

Job Particulars

Role sales marketing executive

Education 12th Pass (HSE)

Who can apply Experienced (3+ Years)

Hiring Process Face to Face Interview

Employment TypeFull Time

Job Id2670109

Job Category Sales and Marketing

Locality Address HSR

State Karnataka

Country India

About Company

About Tradon:
Tradon is a rapidly growing asset management company based out of Bangalore associated with the most oldest and branded financial servicing company Sharekhan, offering specialized trading, investment, and portfolio management services from our office in HSR Layout, Bangalore. We focus on high-quality client servicing, seamless execution, and personalized wealth growth strategies.

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