The Client Relationship Manager will play a pivotal role in both client acquisition (conversion) and client retention, promoting the company’s products and services through proactive, value-driven engagement. This hybrid role focuses on driving account funding, increasing trading activity, and nurturing long-term relationships with both prospective and existing clients. The successful candidate will combine excellent sales skills with a strong client service mindset to ensure a high-quality, compliant, and professional experience at every stage of the client lifecycle.
Responsibilities:
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Promote the company’s products and services through professional, courteous, and persuasive communication.
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Proactively manage the full sales cycle, from initial lead engagement to conversion, funding, and retention
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Drive account conversion efforts by encouraging new clients to fund and actively trade
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Identify opportunities to convert clients
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Educate clients on the company’s platforms, systems, and financial products to enhance their trading knowledge and engagement
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Build and maintain strong, sustainable relationships with both new and existing clients.
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Actively follow up on client queries, providing timely feedback and delivering exceptional customer service
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Manage a portfolio of clients, focusing on trading volume growth, retention, and satisfaction.
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Address client inquiries promptly and accurately, ensuring an excellent service experience.
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Follow up on leads daily to maximize conversion and retention rates, supporting broader business growth objectives.
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Stay updated on financial markets and share relevant insights to support client trading decisions.
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Collaborate with internal teams such as Back Office, Compliance, and Marketing to streamline client processes and support seamless onboarding and servicing.
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Ensure full compliance with company policies, regulatory standards, and client documentation requirements.
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Complete mandatory training and pursue continuous professional development to maintain industry proficiency
Requirements:
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Proven experience in a hybrid client relationship role, ideally within the Forex or broader financial services industry
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Demonstrated ability to meet or exceed both conversion and retention KPIs
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Fluency in the local language of the target market and strong proficiency in written and spoken English, demonstrating exceptional professionalism and etiquette during client interactions
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A university degree in Finance, Economics, Banking, Business Administration, or a related field is an advantage
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Strong negotiation and closing skills, with the ability to convert leads into active clients and promote partnership opportunities
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Outstanding communication and networking abilities, coupled with professionalism and poise when speaking to clients
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Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.
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Proficiency in CRM software and MS Office tools to manage client information and interactions effectively
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Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently
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Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.
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Proficiency in CRM software and MS Office tools to manage client information and interactions effectively
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Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently
