Client Relationship Manager

Job Title: Client Retention Executive / Relationship Manager

Department: Customer Success / Client Servicing

Location: [Your Location]

Experience: 0-1 (preferably in stock broking / financial services)

Job Summary:

We are looking for a proactive and client-focused professional to manage and retain existing clients in a fast-paced stock broking environment. The role involves building strong relationships, ensuring client satisfaction and increasing client engagement and revenue.

Key Responsibilities:

·         Manage and maintain relationships with existing trading and demat clients

·         Act as the primary point of contact for client queries and issue resolution

·         Monitor client activity and identify inactive/dormant accounts

·         Re-engage clients through calls, emails, and personalized communication

·         Educate clients on trading platforms, products, and market updates

·         Upsell and cross-sell financial products (mutual funds, derivatives, margin trading, etc.)

·         Ensure high levels of client satisfaction and service quality

·         Track client feedback and work with internal teams for improvements

·         Reduce client churn and improve retention metrics

·         Maintain accurate client interaction records in CRM

Key Skills Required:

• Strong communication and interpersonal skills

• Good understanding of stock markets, trading, and investment products

• Relationship management and persuasion skills

• Problem-solving and customer handling ability

• Basic knowledge of trading platforms (Zerodha, Alice Blue, Angel One, etc.)

• Ability to analyze client behavior and engagement patterns

Preferred Qualifications:

• Graduate in Commerce, Finance, Business, or related field

• NISM certification (preferred or mandatory depending on role)

• Prior experience in broking / BFSI / fintech industry

Why Join Us:

• Fast-growing fintech/broking environment

• Opportunity to learn financial markets deeply

• Performance-based incentives

• Career growth in client success / sales / advisory roles

• It is a Full Time Telesales / Telemarketing job for candidates with 0 - 6 months of experience.