Client Relationship Executive

Delta International Institute; Dubai; On-site; AED 30,000 - 37,000; Full time

Benefits offered by this job

Incentives

Training opportunities

Rewards program

Career growth

Company benefits

Job summary

Delta International Institute in Bengaluru seeks a motivated Trading Client Relationship Executive to manage client relationships, convert qualified leads into customers, and promote our financial market education programs. You will deliver product presentations, coordinate webinars, and guide students through enrollments and deposits.

The role requires strong communication and CRM skills, 1 year in Forex/financial markets or related sales, and a customer‑driven mindset.

Qualifications

• Bachelor's degree preferred.
• Minimum 1 year experience in Forex/financial markets or related sales.
• Strong communication, negotiation, and interpersonal skills.
• Ability to build trust and long-term client relationships.
• Target-oriented with a positive and professional attitude.
• Good computer skills including Microsoft Office and CRM software.
• Strong organizational and time-management skills.
• Willingness to learn about financial markets and company products.

Responsibilities

• Build and maintain strong relationships with prospective and existing clients.
• Contact and follow up with qualified leads through calls, WhatsApp, email, and virtual meetings.
• Understand client requirements and recommend suitable educational programs and trading solutions.
• Conduct professional product presentations and consultation sessions.
• Manage student enrollments, deposits, and course upgrades.
• Coordinate webinars, seminars, and client engagement activities with internal teams.
• Maintain accurate CRM records and daily follow-up activities.
• Provide basic guidance regarding financial markets and company products.
• Ensure excellent customer service and long-term client satisfaction.
• Generate business opportunities from existing customer accounts through relationship management.
• Achieve monthly sales, revenue, and performance KPI targets.
• Collaborate with different departments to ensure a smooth client experience.

Skills

Communication

Negotiation

Interpersonal skills

Time management

Presentation skills

CRM software

Target-oriented

Education

Bachelor's degree preferred

Tools

CRM software

Microsoft Office

Job description

Trading Client Relationship Executive – DRAW(Department of Research & Analytics Wing) Team

About the Role

We are seeking a motivated and results-driven Trading Client Relationship Executive to join our growing team in Bangalore. The ideal candidate will be responsible for managing client relationships, converting qualified leads into customers, promoting our financial market education programs, and ensuring a seamless customer experience throughout the client journey. This role is ideal for individuals who are passionate about sales, client engagement, financial markets, and building long-term professional relationships.

Key Responsibilities

• Build and maintain strong relationships with prospective and existing clients.
• Contact and follow up with qualified leads through calls, Whats App, email, and virtual meetings.
• Understand client requirements and recommend suitable educational programs and trading solutions.
• Conduct professional product presentations and consultation sessions.
• Manage student enrollments, deposits, and course upgrades.
• Coordinate webinars, seminars, and client engagement activities with internal teams.
• Maintain accurate CRM records and daily follow-up activities.
• Provide basic guidance regarding financial markets and company products.
• Ensure excellent customer service and long-term client satisfaction.
• Generate business opportunities from existing customer accounts through relationship management.
• Achieve monthly sales, revenue, and performance KPI targets.
• Collaborate with different departments to ensure a smooth client experience.

Candidate Requirements

• Bachelor's degree is preferred.
• Minimum 1 year of experience in any of the following:Forex Industry Financial Markets Banking Sales Insurance Sales Client Relationship Management Customer Service Business Development or Sales
• Strong communication, negotiation, and interpersonal skills.
• Ability to build trust and maintain long-term client relationships.
• Target-oriented with a positive and professional attitude.
• Good computer skills, including Microsoft Office and CRM software.
• Strong organizational and time-management skills.
• Willingness to learn about financial markets and company products.

Language Requirements

Tagalog– Mandatory English – Mandatory

Salary

Salary: 3000 AED per month

Benefits

• Attractive performance-based incentive structure
• Professional training and continuous learning opportunities
• Monthly performance rewards and recognition
• Excellent career growth opportunities within the organization
• Other benefits as per company policy

Career Growth

Career Growth At Delta, we believe in developing talent and promoting from within.

High-performing employees will have opportunities to progress into leadership positions, including:Senior Trading Client Relationship Executive Team Leader Assistant Growth Manager Department Head

• Senior Trading Client Relationship Executive
• Team Leader
• Assistant Growth Manager
• Department Head

Comprehensive training will be provided in:Forex & Financial Markets Client Relationship Management Sales & Closing Techniques Revenue Growth Strategies CRM Management Product Knowledge

• Forex & Financial Markets
• Client Relationship Management
• Sales & Closing Techniques
• Revenue Growth Strategies
• CRM Management
• Product Knowledge

Career progression will be based on performance, consistency, and leadership potential.

Reporting To

Department Head – Delta Research Analytics Wing (DRAW)

Working Hours

10:00 AM – 7:00 PM 9 working hours including lunch and tea breaks

Working days as per company policy