Customer Relationship Executive

Location: Bangalore, India

Company: Diago Trading Platform

About Diago: Diago is a leading trading platform empowering investors with cutting-edge technology, real-time market access, and personalized trading solutions. Our goal is to provide a seamless trading experience backed by strong client relationships and world-class support. At Diago, we believe that trust and engagement are the foundation of long-term success in the financial industry.

Role Overview: The Customer Relationship & Client Entertainment Executive will be responsible for building and nurturing client relationships, enhancing customer satisfaction, and driving sales conversions. This role blends sales strategy, customer service, and high-end client engagement, ensuring Diago clients receive an exceptional experience both online and offline. Key Responsibilities:Client Relationship Management

• Serve as the primary point of contact for clients, ensuring timely support and communication.
• Build and maintain long-term relationships with traders, investors, and premium clients.
• Understand client goals, investment preferences, and provide tailored solutions accordingly.
• Coordinate client onboarding, KYC processes, and account management.
• Proactively handle client concerns and maintain a high satisfaction rate.

Client Entertainment & Engagement

• Plan and organize exclusive client engagement events such as trading meetups, educational workshops, and networking sessions.
• Partner with the marketing team to design client entertainment strategies aligned with Diago's premium brand image.
• Host and manage VIP clients during Diago's sponsored events and ensure a personalized experience.
• Maintain a detailed client database tracking preferences, feedback, and event participation.

Sales & Revenue Growth

• Identify new business opportunities through relationship-building and referrals.
• Promote Diago's trading products, premium packages, and partnership programs.
• Achieve monthly and quarterly sales and retention targets.
• Analyze client data and provide insights to improve cross-selling and up-selling strategies.

Reporting & Collaboration

• Collaborate closely with internal departments including marketing, product, and customer support to enhance client experience.
• Maintain detailed CRM records and provide weekly reports on engagement, sales, and client retention metrics.
• Offer market and competitor feedback to management for product improvement and business development.

Qualifications & Skills:

• Bachelor's degree in Business Administration, Finance, Marketing, or related field.
• 2–5 years of experience in sales, client relationship management, or customer success, ideally in trading, finance, or luxury services.
• Strong interpersonal and communication skills with a professional and polished presence.
• Excellent presentation and event coordination skills.
• Proven track record in achieving sales or retention targets.
• Fluency in English; proficiency in Hindi or Kannada is an added advantage.
• Enthusiasm for financial markets, trading, and customer engagement.

What We Offer:

• Competitive base salary with attractive commissions and incentives.
• Opportunity to engage with high-value clients and traders.
• Dynamic, growth-oriented work culture with professional development opportunities.
• Exposure to client entertainment and financial event management.

Ideal Candidate:A confident communicator who enjoys building relationships, understanding client psychology, and delivering premium experiences. The perfect blend of sales expertise and hospitality mindset, ready to represent Diago as the face of client engagement in Bangalore.

Job Types: Full-time, Permanent, Fresher

Pay: ₹25,000.00 - ₹35,000.00 per month