Trade Relationship Manager

360tf · Gandhinagar

  • Experience2–7 yrs
  • SalaryNot disclosed
  • Work modeonsite
  • Levelmid
  • Posted9 Sept 2026

About 360tf

360tf is hiring in Gandhinagar in financial services. This role looks for around 2+ years of experience.

Skills

  • B2B sales
  • customer success
  • customer onboarding
  • proposal development
  • account management
  • Contract negotiation
  • Sales presentations
  • Customer service
  • Subscription sales
  • Microsoft Excel

The role

A trade relationship manager at a financial services platform develops B2B sales, closes subscription contracts, and supports customer success through transaction processing. The role also handles customer onboarding, proposal development, and account management.

Full job description

ROLES AND RESPONSIBILITIESResponsible for advancing the sales process, closing new business, and achieving/assisting in sales targets.Actively participate in the planning and execution of the company’s marketing activities, providing vital inputs based on interactions with prospects.Support and service existing customers by addressing their queries and resolving issues.DETAILED DESCRIPTIONWork on sales leads received through platform transactions, on-ground sales personnel, and digital marketing sources.Establish connections with potential clients, explain product/service capabilities, and finalise sales presentations.Assist in the creation of Requests for Proposals (RFPs).Discuss commercial terms with potential clients.Address queries raised by prospective clients.Liaise internally for necessary inputs and approvals.Finalise contracts and close deals.Ensure receipt of subscription fees as per agreed terms.Assist Relationship Managers in the execution of their account and territory strategies.Support the company’s strategic and ongoing marketing and brand awareness campaigns.Drive prospect participation in internal and external events and webinars.Extend support to clients during the onboarding process.Respond to queries related to subscription plans and offerings.Log and escalate customer complaints appropriately to ensure timely resolution.Make regular calls to existing clients for proactive service and support.Resolve any issues faced by clients regarding subscription fee payments.Address client queries related to transaction processing by coordinating internally and following up with accurate responses.Guide customers on IT-related issues on the 360tf platform or arrange expert support when required.Work closely with Relationship Managers to understand client requirements and deliver the best level of service to each customer segment.Handle queries raised by referral partners related to customer service.Systematically document customer interactions, turnaround times, and complaint resolutions.Produce regular MIS reports on customer complaints, turnaround time analysis, and resolution outcomes.