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Home UAE Client Retention

Client Retention

Full time at XTB online investing in UAE
Posted on December 18, 2024

Job details

I. POSITION OVERVIEW (mission of the position) Responsible for performing sales activities of investment products and services offered by the company. II. DUTIES AND RESPONSIBILITIES ● Building and maintaining long-term business relationships with clients and developing an effective net of sales ● Managing ongoing private client relationships ● Listening to customer requirements and presenting appropriately to make a sale ● Updating the CRM on a daily basis on the sales activities and contacts with prospective clients ● Responding to customer inquiries and leading them by email, phone or personal meetings ● Ensuring customer satisfaction through professional communication ● Monitoring market trends of currencies, commodities and indices ● Participating in the preparation of market fundamental and technical analysis ● Publication of articles from the finance and investment area ● Conducting trainings, workshops and meetings with investors ● Providing support for the Senior Account Manager in conducting trainings for the key clients (VIP)● Reviewing own sales performance, aiming to meet or exceed targets ● Identifying sales department needs and driving process and collateral improvements ● Running periodical reports about the leads status and own conversion rates, best sales practices, most effective selling channels, and internal policy improvements ● Help maintain our high levels of client acquisition, retention and reactivation ● Perform other tasks determined by Managements. III. KEY PERFORMANCE INDICATORS Number of customers acquired (business development), achieving sales targets and service benchmarks IV. QUALIFICATION AND EXPERIENCE EDUCATION: ESSENTIAL: ● University degree (desired: Faculty of Economic Sciences) DESIRED: ● Knowledge of modern derivatives (FX/CFDs, shares...)● Knowledge of the functioning of International financial markets, including OTC products PROFESSIONAL EXPERIENCE REQUIRED: ESSENTIAL: min. 2-3 year of experience in a sales position in Forex trading experience. SKILLS REQUIRED: ESSENTIAL: ● Good written and verbal Arabic & English language skills ● Excellent communication and problem solving skills ● Strong customer orientation, excellent selling and interpersonal skills ● Organizational, negotiation, and time-management skills DESIRED: ● Enthusiastic and proactive ● Willing to expand the knowledge ● Team player ● Systematic #J-18808-Ljbffr

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