ΠΛΗΡΗΣ
Client Relationship Manager (English Speaking) at Alpha.Jobs
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:
- Promote the company’s products and services through professional, courteous, and persuasive communication.
- Proactively manage the full sales cycle, from initial lead engagement to conversion, funding, and retention
- Drive account conversion efforts by encouraging new clients to fund and actively trade
- Identify opportunities to convert clients
- Educate clients on the company’s platforms, systems, and financial products to enhance their trading knowledge and engagement
- Build and maintain strong, sustainable relationships with both new and existing clients.
- Actively follow up on client queries, providing timely feedback and delivering exceptional customer service
- Manage a portfolio of clients, focusing on trading volume growth, retention, and satisfaction.
- Address client inquiries promptly and accurately, ensuring an excellent service experience.
- Follow up on leads daily to maximize conversion and retention rates, supporting broader business growth objectives.
- Stay updated on financial markets and share relevant insights to support client trading decisions.
- Collaborate with internal teams such as Back Office, Compliance, and Marketing to streamline client processes and support seamless onboarding and servicing.
- Ensure full compliance with company policies, regulatory standards, and client documentation requirements.
- Complete mandatory training and pursue continuous professional development to maintain industry proficiency
Requirements:
- Proven experience in a hybrid client relationship role, ideally within the Forex or broader financial services industry
- Demonstrated ability to meet or exceed both conversion and retention KPIs
- 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
- A university degree in Finance, Economics, Banking, Business Administration, or a related field is an advantage
- Strong negotiation and closing skills, with the ability to convert leads into active clients and promote partnership opportunities
- Outstanding communication and networking abilities, coupled with professionalism and poise when speaking to clients
- Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.
- Proficiency in CRM software and MS Office tools to manage client information and interactions effectively
- Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently
- Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.
- Proficiency in CRM software and MS Office tools to manage client information and interactions effectively
- Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently
What we offer:
- Comprehensive Medical Insurance (including Dental & Optical coverage)
- Provident Fund to support your long-term financial security
- Monthly Wolt Allowance for meals and treats on us
- Birthday Benefit Your special day deserves to be celebrated
- Exclusive Discount Scheme with our trusted partners
- Team Bonding Allowance to encourage collaboration and team spirit
- Flexible Working Hours to help you balance your work and life
Κοινοποίηση
Facebook
X
LinkedIn
Telegram
Tumblr
Whatsapp
VK
Mail