Transaction Sales Associate

Overview

Transaction Sales Associate role in Mumbai managing and developing relationships with existing trading clients, supporting retention and growth of the customer portfolio.

What you'll do

• 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.
• Analyse client activity, usage and behaviour to identify opportunities and potential issues.
• Partner with internal teams to ensure a high-quality and responsive client experience.

What you'll need

• Degree or equivalent qualification.
• Experience in Relationship Management, Account Management, Client Services, Sales or Operations.
• A strong client-service mindset combined with commercial awareness.
• Excellent written and verbal communication skills.
• Strong presentation, organisational 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.

Nice to have

• Exposure to financial markets, trading or related financial products.

Details

• Location: Mumbai, India (One World Center).
• Career stage: Associate.