Job Description

Trading Client Relationship Executive – DRAW(Department of Research & Analytics Wing)Team

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About the Role

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We are seeking a motivated and results-driven Trading Client Relationship Executive to join our growing team in Bangalore.

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The ideal candidate will be responsible for managing client relationships, converting qualified leads into customers, promoting our financial market education programs, and ensuring a seamless customer experience throughout the client journey.

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This role is ideal for individuals who are passionate about sales, client engagement, financial markets, and building long-term professional relationships.

Key Responsibilitiesn

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- Build and maintain strong relationships with prospective and existing clients.
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- Contact and follow up with qualified leads through calls, WhatsApp, email, and virtual meetings.
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- Understand client requirements and recommend suitable educational programs and trading solutions.
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- Conduct professional product presentations and consultation sessions.
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- Manage student enrollments, deposits, and course upgrades.
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- Coordinate webinars, seminars, and client engagement activities with internal teams.
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- Maintain accurate CRM records and daily follow-up activities.
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- Provide basic guidance regarding financial markets and company products.
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- Ensure excellent customer service and long-term client satisfaction.
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- Generate business opportunities from existing customer accounts through relationship management.
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- Achieve monthly sales, revenue, and performance KPI targets.
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- Collaborate with different departments to ensure a smooth client experience.
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Candidate Requirementsnn
- Bachelor's degree is preferred.
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- Minimum 1 year of experience in any of the following:
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- Forex Industry
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- Financial Markets
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- Banking Sales
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- Insurance Sales
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- Client Relationship Management
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- Customer Service
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- Business Development or Sales
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- Strong communication, negotiation, and interpersonal skills.
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- Ability to build trust and maintain long-term client relationships.
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- Target-oriented with a positive and qualified attitude.
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- Good computer skills, including Microsoft Office and CRM software.
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- Strong organizational and time-management skills.
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- Willingness to learn about financial markets and company products.
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Language Requirementsnn
- Hindi – Mandatory
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- English – Mandatory
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- Knowledge of Kannada or another local language – Preferred
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Compensation & Benefitsnn
- Salary: ₹30,000 – ₹35,000 per month
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- Attractive performance-based incentive structure
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- Professional training and continuous learning opportunities
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- Monthly performance rewards and recognition
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- Excellent career growth opportunities within the organization
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- Other benefits as per company policy
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Career Growthn

At Delta, we believe in developing talent and promoting from within. High-performing employees will have opportunities to progress into leadership positions, including:

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- Senior Trading Client Relationship Executive
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- Team Leader
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- Assistant Growth Manager
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- Department Head
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Comprehensive training will be provided in:

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- Forex & Financial Markets
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- Client Relationship Management
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- Sales & Closing Techniques
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- Revenue Growth Strategies
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- CRM Management
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- Product Knowledge
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Career progression will be based on performance, consistency, and leadership potential.

Reporting Ton

Department Head – Delta Research Analytics Wing (DRAW)

Working Hoursn

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- 10:00 AM – 7:00 PM
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- 9 working hours including lunch and tea breaks
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- Working days as per company policy
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📌 Trading Client Relationship Executive - Bangalore (Bengaluru)
🏢 Delta International Institute
📍 Bengaluru