Relationship Manager

About Our Client

Our client is a global organization operating within the financial services and trading industry, providing individuals with access to a wide range of financial markets, including equities, commodities, and foreign exchange.

With over two decades of experience, the company has built a strong international presence, serving a diverse customer base across multiple regions. The organization focuses on delivering innovative products, user-friendly platforms, and data-driven insights to support clients in making informed financial decisions.

The company offers a dynamic, multicultural environment where employees are encouraged to develop their skills, contribute to meaningful business outcomes, and grow their careers alongside talented professionals from around the world.

Job Description

Reporting to the Team Lead / Senior Relationship Manager

As a Relationship Manager, you will focus on onboarding new clients and supporting the growth of these accounts through a value-based relationship approach. You will work in a team comprising culturally diverse professionals with different skill sets who support each other in delivering impactful results.

Key Responsibilities

• Meet and exceed personal and team KPI targets.
• Activate, retain, and grow your customer portfolio through personalized voice and social media engagement.
• Develop professional and trusted relationships with your portfolio of clients, ensuring they receive a high level of service and support.
• Research and identify opportunities to develop new prospects and assess customer potential.
• Prepare and execute effective sales activities using available tools, reports, action items, and business insights.
• Understand customer needs and recommend appropriate solutions.
• Collaborate with relevant departments to resolve issues and complaints in a timely manner.
• Provide feedback to relevant teams regarding customer needs, expectations, and challenges.
• Continuously develop knowledge of financial markets and the company's products and services.
• Maintain accurate daily, weekly, and monthly reports as required by management.
• Adhere to all compliance, regulatory, and security requirements.
• Stay informed about global economic indicators, central bank decisions, and geopolitical developments that may impact financial markets.
• Translate complex financial and economic information into clear, client-friendly insights.
• Undertake any additional duties and responsibilities as required.

Skills & Qualifications

• Native Malayalam and Hindi speaker with fluency in English; additional languages will be considered an advantage.
• Strong understanding of forex trading, currency pairs, and the factors influencing market movements.
• Ability to analyze financial markets, economic indicators, and macroeconomic trends.
• Excellent client relationship management, interpersonal, and communication skills.
• Familiarity with financial regulations and licensing requirements relevant to the industry.
• Experience working in a sales role within a CFD broker or financial trading environment.
• Experience managing a sales team within a CFD broker environment is considered an advantage.
• Bachelor's degree or equivalent qualification in Business, Finance, Economics, or a related field.
• Excellent verbal and written communication skills, with the ability to manage multiple priorities and engage effectively with stakeholders.
• Strong interpersonal, analytical, and problem-solving skills.
• Self-motivated and able to work independently in a fast-paced, target-driven environment.
• Proactive mindset with a commitment to continuous improvement.
• Positive attitude and strong team-player mentality.

Benefits

• Hybrid working arrangements (subject to business requirements and manager approval).
• Discretionary performance-related bonus.
• Flexible benefits package.
• Wellbeing initiatives, including access to learning and self-development resources.
• Medical insurance coverage for employees and eligible dependents.

Additional Information

Our client is committed to fostering an inclusive workplace and welcomes applications from qualified candidates from diverse backgrounds.