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 Responsibilities/n

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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 qualified 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 Requirements/n

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- 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 communica

📌 Trading Client Relationship Executive (Bengaluru)
🏢 Delta International Institute
📍 Bengaluru