Client Success Manager

Company Description

Tradebulls Securities (P) Limited is a rapidly growing broking house with over 2 lakh clients and more than 1000 employees. We offer expert services in Equity, Currency, Commodity Trading, Derivatives, Mutual Funds, IPO, Personal Loans, Insurance, Portfolio Management, Online Trading, and Depository Services. Our extensive pool of skilled research and advisory professionals provides regular fundamental and technical research reports, supplemented by AI-based research tools. Headquartered in the top cities of India, Tradebulls is esteemed as one of the most trusted financial firms by traders and is known for its mission to simplify trading through educational initiatives such as the popular online series #MarketBloopers.

Role Description

This is a full-time on-site role for a Relationship Manager located in Indore. The Relationship Manager will be responsible for managing and nurturing client relationships. Day-to-day tasks will include understanding client needs, providing expert financial advice, promoting the company's products and services, and ensuring client satisfaction. The role will require regular interaction with clients, sales, and advisory teams.

Qualifications

• Client Relationship Management and Customer Service skills
• Financial Advisory and Wealth Management skills
• Strong Communication and Interpersonal skills
• Sales and Marketing experience
• Ability to understand and analyze financial markets
• Bachelor's degree in Finance, Business Administration, or related field
• Experience in the financial services industry is a plus