Client Relations Executive

11 hours ago

Kolkata West Bengal, India StockEdge Full time

Key Responsibilities:
**1. Community Relationship Management**
- Build and maintain strong relationships with all Trader’s Den members, weekly discussion attendees, and monthly event participants.
- Actively call, follow up, and invite members to upcoming Hub sessions and events.
- Engage regularly through WhatsApp, calls, and in-person touchpoints to ensure members feel valued and connected.
- Collect and compile referrals from satisfied members and coordinate follow-ups.

**2. Member Engagement & Retention**
- Create personalized follow-up and onboarding experiences for new attendees.
- Encourage drop-off users to re-engage through calls, special invites, or offers.
- Conduct periodic feedback calls and surveys to improve the overall experience.

**3. Operational Execution**
- Take end-to-end responsibility for weekly Saturday meetups and monthly event coordination - including member invites, RSVPs, attendance tracking, setup assistance, and backend logistics.
- Coordinate with internal teams (admin, support, content, marketing) to ensure event success.
- Ensure timely execution of refreshments, seating, materials, and tech setup for all sessions.
- Maintain a StockEdge Hub Calendar with session plans, user RSVP status, and post-event feedback.

**4.Sales Collaboration**
- Provide feedback to sales team based on user interest or objections from events and interactions.
- Help the sales team with warm leads generated from regular events or referrals.

**5. Enrollment & Growth of Trader’s Den**
- Actively promote Trader’s Den Membership to engaged users and event attendees.
- Explain the benefits, pricing, and value proposition of being part of the Trader’s Den to walk-ins and repeat visitors.
- Convert active leads into members through follow-up, demos, and relationship building.

**Skills Required**:

- Excellent verbal and written **communication (English, Hindi, Bengali)**:

- Strong interpersonal and relationship-building abilities
- Confident in **telecalling**and **in-person client interactions**:

- Comfortable using Excel, WhatsApp Business, and CRM tools
- Highly **organized**, **proactive**, and **goal-oriented**:

- Passion or basic knowledge of **stock markets**is a bonus

**Job Types**: Full-time, Permanent

Pay: ₹17,000.00 - ₹23,000.00 per month

**Benefits**:

- Health insurance
- Leave encashment
- Provident Fund

Schedule:

- Day shift

Work Location: In person

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