Relationship Executive Job

Job Description

About the job: Are you a dynamic and results-driven individual with a passion for Marketing, Stock Trading, and Effective Communication? If so, Tradon is looking for a talented Relationship Executive to join our team! Key responsibilities: 1. Develop and maintain strong relationships with clients to drive business growth and increase revenue. 2. Implement marketing strategies to attract new clients and enhance brand visibility in the market. 3. Monitor stock trading activities and provide valuable insights to clients for informed decision-making. 4. Collaborate with internal teams to ensure seamless execution of client transactions and deliver exceptional service. 5. Conduct market research to identify trends, opportunities, and threats that could impact client portfolios. 6. Communicate effectively with clients through various channels to address inquiries, resolve issues, and provide timely updates. 7. Stay updated on industry developments, regulations, and best practices to maintain a competitive edge in the market. If you have a strong background in Marketing, Stock Trading, and Effective Communication, and are looking for a challenging and rewarding opportunity, we want to hear from you! Join us at Tradon and take the next step in your career journey. Apply now! Who can apply: Only those candidates can apply who: have minimum 1 years of experience Salary: ₹ 2,80,000 - 4,40,000 /year Experience: 1 year(s) Deadline: 2025-06-06 23:59:59 Skills required: Stock Trading, Marketing and Effective Communication Other Requirements: 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. About Company: 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.