- Manage and grow a portfolio of clients, ensuring strong engagement and retention
- Conduct proactive outreach, including cold calls, to convert leads and re-engage inactive clients
- Provide personalized support and tailored solutions to enhance the client experience
- Monitor trading activity, identify growth opportunities, and guide clients through the onboarding and funding process
- Report and reflect client needs and market feedback to management in a timely manner to help shape service offerings and align with market demand
Maintain accurate client records and follow up on key action items to ensure quality service Experience & Skills
Qualified candidate should have
- Valuable command in written and spoken English. Proficiency in additional local languages is a plus.
- Minimum 6 months experience of doing outbound call to convert leads into trading clients in FX industry, OR
- Minimum 1 year experience of doing outbound call to convert leads into clients in other industry
- Experience in managing leads using CRM system, preferably salesforce
- Experience in using phone call system and chat tool system to help in conversion
- Conversion experience must involve converting leads to funded clients or paying customer. Lead generation or Qualifying leads experience is not suitable for this role.
- Must be able to communicate in Hindi and English
- Assertive and Eager to identify and suggest opportunities to expand the retail business
- Willingness to be coached whenever necessary
What we offer
- Remote work flexibility
- Opportunities for rapid career advancement
- Supportive, fast-paced team culture with global exposure