Walk-in | Relationship Manager

Skillset Squad; Navi Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Skillset Squad is seeking a Relationship Manager to own the end-to-end trader experience onsite in Navi Mumbai. You will guide trainees and funded traders through onboarding, evaluation, funding, and payout processes while building long-term relationships that drive retention and revenue.

This hybrid role blends client success, sales, and operations with a strong emphasis on trader satisfaction. You will manage inquiries across chat, email, and messaging platforms, ensuring accuracy and timely

Qualifications

• 2+ years in relationship management, client success, account management, or sales ideally within prop trading firms, forex/CFDs brokers, fintech trading platforms, crypto assets.

Responsibilities

• Act as the primary contact for trainees, funded traders, and prospective clients.
• Onboard new traders: verify accounts, explain evaluation stages, funding, and platform setup.
• Handle inbound queries via live chat, email, WhatsApp/Skype, Discord, or CRM in a timely manner.
• Build trust and maintain high trader engagement and loyalty.
• Explain trading rules: evaluation phases, targets, drawdown, payout cycles and profit splits.

Skills

Relationship management

Client success

Sales

Onboarding

Communication

Problem solving

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.

Product & Rules Education

• Explain proprietary trading rules clearly:
  • Evaluation phases (one-step/two-step challenges)
  • Profit targets and minimum trading days
  • Daily loss limits and maximum drawdown
  • Consistency rules
  • 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:
  • Free trials Challenge
  • Challenge Verification
  • 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
  • Fintech / online trading platforms
  • 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)
• Trader retention rate after funding
• Evaluation funded conversion rate
• Upsell and add-on revenue
• Average response and resolution time