Key Responsibilities:
Client Activation & Retention
• Engage newly registered clients and guide them through the onboarding process.
• Support clients in account verification, funding, platform setup, and initial trading activity.
• Monitor client activity and proactively re-engage dormant or inactive accounts.
• Build strong relationships with clients to increase trading frequency, deposits, and retention.
• Deliver exceptional customer experience while understanding clients' trading objectives.
• Promote relevant products, trading tools, educational resources, and company campaigns.
Revenue Growth
• Achieve monthly and quarterly activation, retention, deposit, and trading volume targets.
• Increase First Time Deposits (FTDs) and active trader conversion rates.
• Grow Assets Under Management (AUM) and lifetime client value.
• Collaborate with Sales, Marketing, Retention, and Compliance teams to optimize client journeys.
Relationship Management
• Act as the primary point of contact for assigned partners and clients.
• Resolve inquiries and escalate issues promptly to ensure high customer satisfaction.
• Maintain accurate records of interactions and client activities in CRM systems.
• Conduct regular follow-ups via phone, email, webinars, and virtual meetings.
Market Intelligence
• Stay updated on Forex, CFDs, commodities, indices, and financial market developments.
• Monitor competitor activities and identify opportunities to improve client engagement strategies.
• Provide market feedback and partner insights to management.
Requirements:
Education & Experience
• Bachelor's degree in Business, Finance, Economics, Marketing, or related field.
• Minimum 2–5 years of experience in Forex, CFDs, Fintech, Online Trading, or Financial Services.
• Proven track record in account management, client activation, retention, or partnership development.
• Experience working with IBs, Affiliates, and B2C trading clients is highly preferred.
• Familiarity with MT4, MT5, CRM systems, and online trading platforms.
• Understanding of Forex and CFD products, trading concepts, and financial markets.
Skills & Competencies
• Strong relationship management and communication skills.
• Excellent sales, negotiation, and closing abilities.
• Ability to analyze client activity and identify growth opportunities.
• Result-oriented with a strong focus on achieving KPIs.
• Ability to work in a fast-paced and target-driven environment.
• Strong problem-solving and stakeholder management skills.
• Proficiency in CRM tools and Microsoft Office applications.
• Multilingual capabilities are an advantage.
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