Job Title: Junior Relationship Manager – Client Retention

Industry: Financial Services (Broking)

Department: Sales & Business Development

Role Category: Sales Support & Operations

Employment Type: Full-Time, Work From Home

Education: UG (Graduate degree or above)

Job Description:
- Manage and retain relationships with existing clients
- Call existing clients to resolve withdrawal and deposit issues
- Re-engage and activate dormant clients
- Handle client queries and provide timely resolutions
- Maintain accurate records of client interactions and data (Excel/reporting)

Note: This is a retention and client-servicing role — no lead generation or cold calling for new business is required.

Roles & Responsibilities:
- Proven experience in customer service, client handling, or relationship management
- Ability to communicate clearly and professionally on client calls




- Comfort working with Excel and basic data analysis
- Adaptable to a fast-paced, dynamic environment
- Interest in financial markets/broking (training provided; prior trading platform experience not mandatory)
- Preferred Candidate Profile:
- Experience handling customers, with the ability to explain issues/processes clearly
- Strong teamwork skills, ability to work under pressure, and reliability in reporting data on time
- Capable of creating and maintaining Excel sheets

Perks & Advantages:
- Work From Home
- Opportunities for career growth and advancement
- Competitive compensation based on experience
- Performance-based incentives and bonuses
- Requirements for WFH setup:
- Working laptop/desktop
- Stable Wi-Fi/internet connection

📌 Relationship Manager (India)
🏢 Trade W
📍 India