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Conversion Agent
INFINOXConversion Agent focusing on nurturing retail client relationships and assisting with first deposits in a financial services firm. Collaborating with internal teams to enhance client experience and conversion rates.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates fluency in Portuguese and proficiency in English while providing exceptional client support in Forex and CFD products. Capable of nurturing client relationships, implementing conversion strategies, and maintaining compliance with regulatory standards.
Highest-signal resume keywords
Fluent PortugueseProficient EnglishCRM System ProficiencySales ExperienceClient Support Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
FX Products UnderstandingCFD Products UnderstandingClient Conversion StrategiesPayment Method AssistanceRecord Maintenance
Soft Skills
Excellent CommunicationInterpersonal SkillsProblem-Solving MindsetTeam PlayerAdaptability
Industry Keywords
Client Relationship ManagementRetail Client InteractionUpsellingClient SatisfactionEducational Support
About the role
Key responsibilities & impact- Assist new clients with their first deposit and guide them through the platform.
- Nurture client relationships through multi-channel communication.
- Implement effective strategies to increase client conversion rates.
- Assist clients with payment methods, queries, and requests.
- Create a strong first impression for retail clients.
- Upsell relevant products based on client behavior and preferences.
- Provide educational support to improve clients’ Forex trading skills.
- Maintain accurate records in the CRM system.
- Ensure all interactions comply with regulatory and internal standards.
- Deliver a premium service to ensure client satisfaction.
Requirements
What you’ll need- Fluent Portuguese and proficient English (required).
- Minimum 6 months’ experience in Sales and/or Client Support roles.
- Strong understanding of FX and CFD products.
- Self-motivated and target-driven.
- Excellent communication and interpersonal skills.
- Proficiency in CRM systems.
- Ability to adapt quickly and effectively to change.
- Strong team player with a sense of individual responsibility.
- Problem-solving mindset with a proactive approach.
- Effective collaborator across departments.
- Eager to learn and absorb new information.
- Client-oriented with a commitment to building long-term relationships.
Benefits
Comp & perks- Private medical insurance
- 5 additional paid sick leave days
- Birthday leave to celebrate your special day
- Commission structure
- Permanent employment contract