Client Relationship & Sales Executive

WE ARE HIRING: Client Relationship & Sales Executive 

Location: Sri Lanka
Employment Type: Full Time
Industry: FinTech / Financial Services / Investment Platforms 

Role Overview 

We are seeking a customer-focused and relationship-driven Client Relationship & Sales Executive to support client onboarding, engagement, education, and retention activities. The successful candidate will serve as a key point of contact for both new and existing clients, helping them navigate the platform, understand available products, and build confidence in their investment journey. This role combines customer relationship management, client education, and account activation responsibilities while maintaining the highest standards of professionalism, compliance, and ethical conduct. Success in this role is measured through client satisfaction, engagement, retention, and long-term relationship building.  

Key Responsibilities

• Guide new clients through the registration, verification, and onboarding process while ensuring a smooth and transparent customer experience.
• Educate clients on platform functionality, available products, associated fees, and relevant investment risks.
• Respond to client inquiries across multiple communication channels including phone, email, and chat.
• Build and maintain strong long-term relationships that enhance customer satisfaction and retention.
• Support client activation initiatives by engaging registered users who have not yet become active platform users.
• Communicate product information, promotions, fees, and applicable terms accurately and transparently.
• Provide customers with guidance to help them make informed decisions while maintaining a compliance-focused approach.
• Capture client feedback and communicate customer insights, challenges, and opportunities to relevant internal teams.
• Identify friction points within customer journeys and recommend improvements.
• Maintain accurate customer records and interactions within CRM systems.
• Ensure compliance with data protection, customer communication, and regulatory requirements.
• Collaborate closely with sales, product, marketing, and management teams to enhance customer experiences and business outcomes.

Candidate Profile

• Minimum 2 years of experience in Client Relationship Management, Customer Success, Sales, Account Management, or a similar role.
• Experience within Financial Services, FinTech, Banking, Insurance, Investments, or another regulated industry will be an advantage.
• Excellent interpersonal and communication skills.
• Fluency in English and Sinhala and/or Tamil.
• Strong interest in financial markets, investments, and customer education.
• Commitment to ethical conduct and compliance-driven customer engagement.
• Strong relationship-building and customer service capabilities.
• Ability to manage multiple client relationships and priorities simultaneously.
• Highly organized with strong attention to detail.
• Experience using CRM platforms and customer management systems will be an added advantage.
• Knowledge of trading platforms, investment products, or CFDs will be beneficial.
• Awareness of financial regulations and investor protection principles will be an advantage.
• Strong problem-solving, communication, and stakeholder management skills.

Ready to take your career to new heights? 

We're InTalent Asia, your go-to recruitment partner in Sri Lanka, and we've got an exciting opportunity for you! 

Our client is looking for a skilled individual to fill the role of Client Relationship & Sales Executive. 

Apply now and see how you can be the perfect fit for this exclusive position!

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