Client Relationship Executive
- Tradon
- 50 Positions
- Bengaluru
- 3 months ago
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Job Description
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:
Client Relationship & Servicing
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.
Upsell suitable financial products like SIPs, Mutual Funds, Insurance, or PMS based on client profiles.
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, and compliance issues.
Maintain accurate client records and CRM updates.
Ensure timely dispatch of contracts, statements, and onboarding kits.
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 (Demat, SIPs, trading platforms).
Organized, proactive, and client-focused with multitasking ability.
Graduation in Commerce, Finance, or Business preferred.
What We Offer:
Salary 15000 -20000+ Incentives for upselling & client retention.
Work directly with the founders in a high-growth startup environment.
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.
Walkin
Date: 23rd May 2025 to 31st May 2025
Timings : 10am to 5pm
location : 36/5, Hustlehub Tech Park, Somasundarapalya Main Rd, adjacent 27th Main Road, ITI Layout, Sector 2, HSR Layout, HaralukunteVillage, Bengaluru, Karnataka 560102
Contact Person: Sravani (Operation Head)
Contact Number : hidden_mobile
Employement Category:
Employement Type: Full timeIndustry: BrokingRole Category: Investment Banking / M&AFunctional Area: Not SpecifiedRole/Responsibilies: Client Relationship ExecutiveContact Details:
Company: TradonLocation(s): Bengaluru
Keyskills: lead generation lead management client relationship management sales support
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Tradon
About Tradon: Tradon is a rapidly growing sub-broker of Sharekhan, offering specialized trading, investment, and portfolio management services from our office in HSR Layout, Bangalore. With an ambitious vision to build a 100 Cr+ AUM in 2 years, we focus on high-quality client servicing, seamless ...
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