Role & responsibilities
Manage and grow a portfolio of clients, ensuring solid 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, rapid-paced team culture with global exposure