Transaction Sales Associate

About the Role

• Client-focused Transaction Sales Associate to join the team in Mumbai.
• Opportunity to work closely with existing trading clients, build strong relationships, and contribute to the growth and retention of the customer portfolio.
• Combine relationship management, client service, and commercial skills with an interest in financial markets.
• Serve as a key point of contact for clients, support day-to-day requirements, and proactively identify opportunities to increase engagement, trading activity, and customer satisfaction.

Key Responsibilities

• Manage and develop relationships with existing trading clients.
• Identify opportunities to increase trading volume, client engagement, and revenue across the customer portfolio.
• Work towards defined targets for client retention and account growth.
• Support the onboarding of new clients onto the platform.
• Act as a key point of contact for client queries and provide timely operational updates.
• Proactively communicate new products, services, and product enhancements to clients.
• Investigate and resolve client queries, escalating complex issues when required.
• Analyze client activity, usage, and behavior to identify opportunities and potential issues.
• Partner with internal teams to ensure a high-quality and responsive client experience.

Requirements & Tech Stack

• Degree or equivalent qualification.
• Experience in Relationship Management, Account Management, Client Services, Sales, or Operations.
• Exposure to financial markets, trading, or related financial products is preferred.
• Strong client-service mindset combined with commercial awareness.
• Excellent written and verbal communication skills.
• Strong presentation, organizational, and stakeholder-management capabilities.
• Analytical approach with good problem-solving skills.
• Self-motivated and proactive, with the ability to work towards commercial and client-retention targets.