Key Responsibilities:
Ensure that allocated clients are introduc regularly and managed effectively via telephone or in-person in such a way as to justify the value of the “Premium” service.
Proactive attitude of growing the client base through existing client network via referral.
Conduct detailed risk assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
Proactively and frequently entertaining clients (and prospects) at various events and meetings, which will include “out-of-hours” commitments on evenings and weekends, as part of your relationship management expectations.
Understand and specify the needs and preferences of high-value clients and offer tailored support.
Conduct risk profiling of all mapped clients for better advisory on investment and trading requirements.
Qualifications:
Relevant experience over 2 years of account manager experience in the financial industry.
Strong understanding of financial markets, currency pairs, and trading strategies.
Bachelor's degree in finance, Economics, Business Administration, or related field.
Proficiency in CRM software and Microsoft Office applications.
Proven experience in customer service, account management, or retention roles.
Preferred Skills:
• Experience in call center or BPO environment (if applicable).
• Knowledge of customer loyalty and retention strategies.
• Empathetic and customer-oriented attitude.
NOTICE: Esteemed Candidate, you bear complete responsibility for engaging with the employer throughout the hiring process. GulfJobs.com disclaims any responsibility regarding your recruitment. A legitimate employer will never request payment for hiring.
