Key Skills: Customer Retention, Excel, Financial Analysis, Negotiation, Customer Relationship
Experience: 9 Years
Functional Area: Banking / Finance / Investment / Stock Market
Client-focused financial professional with strong experience in managing high-value accounts, conducting risk profiling, and delivering exceptional client support. Achieved 95%+ upselling success and significantly improved customer loyalty through strategic engagement and personalized financial guidance. Looking to contribute these strengths to a Forex Retention & Support team where I can drive retention, strengthen premium client relationships, and support growth.