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About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- Experience in Forex, CFDs, brokerage, fintech, or financial services.
- Proven client relationship or account management experience.
- Good understanding of financial markets and trading products.
- Strong communication and negotiation skills.
- Comfortable working with KPIs and CRM systems.
- Self-driven and able to work independently in a remote environment.
Benefits
Comp & perks- Opportunity to make a direct impact on client success
- Work with a collaborative global team
- Be rewarded for delivering outstanding results
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Account ManagementTrading Products KnowledgeKPI ManagementMarket Updates SharingClient Activity Tracking
Soft Skills
Negotiation SkillsSelf-DrivenIndependent Work
