Relationship Manager

Skillset Squad Private Limited; Navi Mumbai; Hybrid; INR 600,000 - 900,000; Full time

Job summary

Skillset Squad Private Limited in Navi Mumbai is seeking a Relationship Manager for our prop trading operations. You will guide trainees and funded traders through onboarding, evaluation, funding, payouts, and ongoing account management, blending client success, sales, and operations in a hybrid work setup.

The role emphasizes trader satisfaction, revenue growth, and adherence to trading rules, with responsibilities across onboarding, support via chat/CRM, and collaboration with risk and

Qualifications

• 2+ years in relationship management or sales within prop trading or financial markets.
• Experience onboarding traders and supporting funding processes.
• Ability to explain trading rules and risk guidelines clearly.

Responsibilities

• Onboard and manage trader relationships from onboarding to funding and payout.
• Upsell and drive revenue through account expansion.
• Maintain CRM records and coordinate with risk/operations.
• Represent brand in online communities and webinars when needed.
• Meet KPIs for revenue, retention, and activation.

Skills

Prop trading knowledge

CRM software

Trading platforms

Client relationship management

English communication

Multilingual capability

Tools

MT4

MT5

cTrader

HubSpot

Salesforce

Pipedrive

Intercom

Zoho

Job description

Job Description: Relationship Manager Prop Trading Firm

Position: Relationship Manager Location: Onsite Employment Type: Full-time

About the company

Skillset Squad brings brand strategy, marketing, creative production, technology and business operations together.

Our approach comes from a practical observation: winning attention is only one part of building a business. A company also needs dependable processes, useful systems, clear responsibilities and the ability to deliver what its brand promises.

We work at the intersection of those needs.

Role Overview

We are looking for a customer-focused and sales-driven Relationship Manager to own the end-to-end trader experience. You will guide traders through onboarding, evaluation, funding, and payout processes, while building long-term relationships that drive retention and revenue.

This is a hybrid role requiring a blend of client success, sales, and operational support, with a strong focus on trader satisfaction and business growth.

Key Responsibilities

Client & Trader Relationship Management

• Act as the primary point of contact for trainees, funded traders, and prospective clients.
• Onboard new traders: welcome them, verify accounts, explain evaluation rules, funding stages, and platform setup.
• Manage inbound queries via live chat, email, WhatsApp/Skype, Discord, or CRM in a professional and timely manner.
• Build trust and maintain high levels of trader engagement and loyalty.
• Explain proprietary trading rules clearly:
• Profit targets and minimum trading days
• Daily loss limits and maximum drawdown
• News trading restrictions
• Payout cycles and profit splits
• Assist traders with platform-related questions (MT4/MT5/cTrader or in-house platform).
• Educate traders on realistic risk expectations do not promise guaranteed returns.

Sales & Upselling

• Identify opportunities to upsell traders to larger account sizes, add-ons, or additional evaluation packages.
• Support conversion from:
• Verification → Funded account
• Funded account → Scale-up plans
• Achieve monthly KPIs related to revenue, retention, and client activation.

Operational Support

• Maintain accurate and up-to-date client records in CRM systems.
• Coordinate with the risk and operations teams to resolve trader issues, payout requests, and compliance concerns.
• Escalate technical issues to internal support teams and follow up until resolution.
• Track and document trader feedback to help improve products, rules, and user experience.

Brand & Community

• Represent the brand in Telegram/Discord communities, forums, and social media channels.
• Assist in webinars or live sessions when needed.
• Contribute to a positive, long-term trading culture aligned with the companys values.

Qualifications & Requirements

Required Experience

• 2+ years in relationship management, client success, account management, or sales ideally within:
• Prop trading firms
• Forex / CFDs brokers
• Crypto or digital assets

Knowledge & Skills

• Strong understanding of prop firm business models, evaluation processes, and payout structures.
• Familiarity with trading platforms like MT4, MT5, cTrader , or similar.
• Experience with CRM tools such as HubSpot, Salesforce, Pipedrive, Intercom , or Zoho.
• Excellent written and verbal communication skills in English.
• Additional languages (Spanish, Arabic, Hindi, Thai, etc.) are a plus.
• Ability to explain complex trading concepts in a simple and empathetic way.

Personal Attributes

• Target-driven and self-motivated.
• Strong problem-solving skills and attention to detail.
• Able to work in shifts/rotational hours due to global clients.
• Resilient, adaptable, and calm under pressure.
• Genuine interest in trading and financial markets.

Key Performance Indicators (KPIs)

• Trader satisfaction score (CSAT/NPS)
• Upsell and add-on revenue
• Average response and resolution time
• Opportunities for growth within a fast-growing prop trading firm