Client Relationship Executive (Trading/Stock Market)

Job Description

Client Relationship Executive

Company – SBM Management Consulting Pvt. Ltd.

Location – Noida

Job Title

Client Relationship Executive

Department

Client Relations / Operations

Experience Required

2–4 Years

Industry Preference

Stock Trading, Share Market, Broking, or Financial Services

Employment Type

Full-Time

About the Role

We are looking for a proactive, organized, and customer-oriented Client Relationship Executive to manage client communications, back-office operations, and basic HR coordination. The ideal candidate should have prior experience working with a trading company, share market organization, brokerage firm, or financial services company.

The candidate must possess excellent communication skills, strong coordination abilities, and the capability to handle multiple responsibilities efficiently.

Key Responsibilities

Client Relationship Management

Handle client queries through phone calls, emails, and other communication channels.

Maintain professional relationships with existing clients and ensure timely resolution of their concerns.

Follow up with clients regarding documentation, account-related queries, and pending requirements.

Coordinate with internal teams to ensure smooth client servicing and satisfaction.

Manage day-to-day back-office activities and operational coordination.

Maintain client records, documentation, databases, and other important information.

Assist with data entry, report preparation, and maintaining operational records.

Coordinate with internal departments for smooth workflow and timely completion of tasks.

Ensure proper documentation and follow-up on pending operational activities.

Required Skills & Qualifications

Graduate in any discipline (B.Com, BBA, BMS, or BA preferred).

2–4 years of relevant work experience in client servicing, back-office operations, administration, or coordination.

Prior experience in a trading company, stock broking firm, share market company, or financial services sector is preferred.

Excellent verbal and written communication skills.

Strong interpersonal, coordination, and client-handling abilities.

Basic knowledge of MS Excel, MS Word, email, and office administration.

Ability to manage client calls, back-office responsibilities, and basic HR coordination.

Good organizational skills, attention to detail, and a professional approach.

Preferred Candidate Profile

Candidates who have previously worked in the stock market, trading, broking, or finance industry.

Individuals comfortable handling both client-facing and back-office responsibilities.

Candidates with confidence in making professional calls and communicating with clients and job applicants.

A self-motivated, dependable, and well-organized individual who can work independently and as part of a team.

What We Are Looking For

A confident and professional individual with excellent communication skills, relevant financial industry experience, and the ability to efficiently manage client relationships, back-office operations, and basic HR coordination.

How to Apply

Interested candidates who meet the above requirements are requested to share their updated CV at sbmmanagementhr1@gmail.com.

Pay

₹15,000.00 - ₹35,000.00 per month

Work Location

In person