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Tech Trend IT Services L.L.C
Walkin Interview Relationship Manager – Stock Market
Job Summary: We are seeking an experienced Relationship Manager to manage and grow a portfolio of clients engaged in Stock Market, Forex, and CFD Trading. The ideal candidate will be responsible for client acquisition, relationship management, trading support, and revenue growth while ensuring high levels of customer satisfaction and regulatory compliance. Key Responsibilities: • Acquire and onboard new clients for Stock Market, Forex, and CFD trading platforms • Manage and grow existing client relationships to increase trading volumes and retention • Provide clients with platform guidance, market insights, and trading support • Understand client investment objectives and recommend suitable trading solutions • Act as a primary point of contact for high-net-worth and active traders • Educate clients on trading products, margin policies, leverage, and risk management • Coordinate with dealing, support, and compliance teams for smooth client operations • Monitor client trading activity and proactively engage to improve performance and loyalty • Ensure adherence to KYC, AML, and regulatory guidelines • Achieve monthly and quarterly revenue and client acquisition targets • Handle client queries, escalations, and complaints professionally
Posted 2 months ago
Customer Relationship Manager
Key Responsibilities:a) Proactively engage with clients via phone calls to encourage active trading and address any issues or concerns.b) Achieve daily targets for funding through proactive communication and relationship-building efforts.c) Collaborate with the team to contribute to the overall growth and success of the organization.d) Maintain accurate records of client interactions and transactions, ensuring compliance with internal policies and regulatory requirements.e) Stay updated on market trends, product offerings, and competitor activities to provide informed advice and recommendations to clients.f) Meet or exceed performance targets set by the company, including funding targets and client retention goals.g) Provide feedback to the management team on client needs, preferences, and market trends to inform business decisions and strategies.
Posted 2 years ago
Any time
Experience level
On-site/remote
Job type
ACCOPS SYSTEMS PRIVATE LIMITED
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