Retention Agents
Core
Retaining existing clients and generating trading volumes for a Forex Brokerage Firm.
Role type
Client retention and sales agent
Builds
Client retention and trading volume
Domain
Financial services / Forex trading
Deliverable
client delivery
Required skills
sales, retention, negotiation, client service, communication, computer literacy
Preferred skills
fluency in additional languages, market trend awareness
Responsibilities
Build and maintain strong relationships with existing clients via phone, email, and other channels; Develop and implement effective retention strategies to reduce client churn; Identify opportunities to upsell additional products or services; Provide clients with educational resources and guidance on trading; Act as a point of contact to address client issues and concerns; Track key performance metrics related to client retention.
