Soma Capital Portfolio Jobs

Relationship Manager



Customer Service, Sales & Business Development
Bengaluru, Karnataka, India
Posted on Saturday, December 2, 2023
Our story: marketfeed. (YC S21)

marketfeed is a Y Combinator-funded seed-stage startup founded by Sharique Samsudheen & Sooraj E in 2020. With more than 1.5 million followers on social media and 200,000 app users, we have been achieving over 20% MoM growth for the past year. Our users have invested ₹160 crores using marketfeed.

A strong team of 50+ people, our mission is to make trading possible and profitable for everyone, irrespective of their experience level!

💪🏻 Why Join us?

marketfeed is a fast-growing startup that is revolutionising the way people interact with the stock market. We are a dynamic team of innovators, and we are looking for a customer-focused individual to join us as a Client Relationship Manager.

💻 Responsibilities:

  • Client Relationship Management and Relationship Building:
    • Foster enduring relationships through proactive communication and personalized service.
    • Address client queries and concerns promptly.
  • Orient the User for the Journey:
    • Guide users through the trading journey, ensuring retention during strategy drawdown phases.
  • Portfolio Assistance:
    • Support clients in managing investment portfolios, including mutual funds, bonds, taxation, and pledging.
    • Guide users to make informed decisions to maximize returns.
  • Client Education:
    • Educate clients about financial products, services, and market developments.
    • Ensure clients remain well-informed and empowered to make wise financial choices.
  • Issue Resolution:
    • Demonstrate strong problem-solving and analytical skills to address client inquiries, concerns, and issues promptly.
    • Offer effective solutions to maintain high levels of client satisfaction.
  • Financial Planning:
    • Collaborate closely with clients to comprehend their financial goals.
    • Educate clients on investment strategies, retirement planning, and other financial matters.
  • Market Awareness:
    • Stay updated on financial market trends, industry news, and regulatory changes.Provide clients with accurate and timely information and recommendations.
  • Maintain a Good RM Metrics Score:
    • Consistently surpass benchmark scores for various metrics to ensure an exceptional customer experience.
  • Feedback Sharing with the Product Team:
    • Collect feedback from users and collaborate with the product team to enhance our offerings.
🎁 What’s in it for you:

  • We care for your work-life balance with a Flexible leave policy and working hours.
  • We care for your physical and mental health with health insurance that includes free health check-ups, and unlimited doctor consultations.
  • Competitive salary with great ESOPs, annual team retreats/outings and a dog-friendly office.