
Financial Relationship Manager
2 days ago
Job Description:
We are seeking an experienced Retention Agent to join our team. The successful candidate will be responsible for managing and developing a portfolio of clients, building and maintaining strong client relationships, and improving client retention.
- Key Responsibilities:
- Manage and develop a portfolio of clients assigned at the initial stage of engagement.
- Build and maintain strong, long-term client relationships by offering personalized support and assistance.
- Improve client retention by providing consistent value and fostering trust.
- Encourage increased client engagement and deposits through proactive communication and strategic support.
- Deliver training and educational support related to financial trading platforms and instruments.
- Maintain a structured schedule for client interactions, including calls, follow-ups, and meetings.
Requirements:
To be successful in this role, you will need:
- Strong Communication Skills:
- Native or fluent in English (C1 level), with strong proficiency in both written and spoken communication.
- Experience in Client Retention:
- 23 years of experience in client retention, account management, or a related sales-focused role, preferably within the financial services sector.
- Education and Qualifications:
- Bachelor's degree in Finance, Business, Economics, or a related discipline (preferred but not required).
- Organizational and Time Management Skills:
- Excellent organizational and time management skills.
Benefits:
As a member of our team, you will enjoy:
- Competitive Remuneration:
- Excellent remuneration package based on experience, skills, and performance
- Dynamic Work Environment:
- Be part of a dynamic and creative team with a positive and friendly atmosphere
- Professional Growth:
- Supportive and dynamic work environment for professional growth
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