Customer Retention Specialist

• Manage a portfolio of existing trading clients.
• Build strong relationships through phone, WhatsApp, and email.
• Share market updates, product information, and relevant promotions.
• Encourage repeat deposits and increased trading activity.
• Re-engage dormant clients and identify growth opportunities.
• Work closely with internal teams to resolve client issues promptly.
• Maintain accurate CRM records and client activity updates.
• Achieve retention, deposit growth, and client engagement targets.

Retention Manager

Account Manager

• Contact new clients via phone, WhatsApp and email.
• Guide clients through account registration and KYC verification.
• Assist with MT4/MT5 platform setup and account activation.
• Explain products, account types and trading services.
• Support clients through their first deposit.
• Resolve onboarding issues with Compliance and Operations.
• Maintain accurate CRM records and follow-ups.
• Achieve onboarding and activation targets.

Account Executive

• Drive both B2B sales through Introducing Brokers (IBs)
• Within the first 3–6 months, establish a client base generating at least $50,000 per month in deposits
• Organize and participate in seminars, events, and meetings with Introducing Brokers (IBs)
• Identify IBs’ pain points and develop tailored solutions and unique offers
• Strengthen relationships with IBs to increase business share and long-term collaboration

• Drive both B2B sales through Introducing Brokers (IBs)
• Organize and participate in seminars, events, and meetings with Introducing Brokers (IBs).
• Identify IBs’ pain points and develop tailored solutions and unique offers.
• Strengthen relationships with IBs to increase business share and long-term collaboration.