Job
Core
Retain existing clients in the financial markets (FX) sector through proactive communication and relationship management.
Role type
Retention Agent (FX)
Builds
Long-term client relationships and sustained revenue from existing accounts
Domain
Financial Services / Foreign Exchange (FX)
Deliverable
client delivery
Required skills
Fluent English or German, FX market knowledge, sales negotiation, CRM management, multi-channel communication (phone/email/online)
Preferred skills
Self-motivation, target-driven mindset, ability to work in fast-paced environments
Responsibilities
Build and maintain strong relationships with existing clients, communicate with customers via phone, email, and online channels, identify client needs and provide suitable solutions, retain clients through excellent service and professional communication, negotiate effectively and close sales opportunities, assist clients with account-related questions and provide ongoing support, monitor customer activity and maintain accurate records in the CRM system, stay informed about financial markets and industry trends