CFD Client Success Specialist | Thailand
我们的客户是全球监管的外汇和 CFD 经纪商，成立于2017年，在英国 (FCA),阿联 (ESCA/DIFC) 和塞舌尔 (FSA) 许可证中受管制。总部位于迪拜，有13个国家的国际办事处以及200个专业团队遍布各地区。该集团正在满足零售和机构客户提供定制价格和流动性设置，为其客户提供世界级交易服务，核心价值观是诚信，合作，好奇心，坚强度和卓越。我们的客户的优势 ·更好的传播 （28美元）·更好的折扣 （$15美元）·贸易代理 ·IBs 忠实计划 - 假日，黄金 · 资金支持 IBs · 客户/现金回报 · 在 KYC 前存款和交易 - 30秒注册关于角色：作为客户成功团队的一部分，你将负责从转换注册的领先到活跃实时账户持有人，管理客户组合，以及重新激活休眠帐户。你对客户平台，产品和金融市场的知识将使你能够有效地实现目标和关键指标，同时遵守公平对待客户原则。主要责任：·通过在线和离线道向客户介绍公司产品。· 与所有潜在客户提供优秀的服务和沟通技能。· 满足并超越销售收入目标。·通过社交媒体，推，网站以及前任联系建立新的客户和与现有客户保持良好的关系。·了解金融市场以激励潜在客户了解金融市场的变化。· 与团队成员合作实现更好的结果。· 从客户或潜在客户那里收集反，并与内部团队分享。·从转换成 leads 到账户管理的整个销售过程进行处理。· 请潜在客户推广我们的产品和服务，以达到月度开户和营业额目标。·培养潜在客户如何使用我们的交易平台。· 恢复需要长期未经交易的客户。· 与教育人员或信号提供商等业伙伴建立关系。·与营销团队合作，以帮助收购和保留指标创建吸引人的内容。· 一贯遵守公司合规政策和程序。· 对职位所合理要求的其他义务。
查看英文原文
Our client is a globally regulated Forex and CFD broker, founded in 2017 and regulated in UK (FCA), UAE (ESCA/DIFC), and Seychelles (FSA) licenses. The headquarters is in Dubai with international offices in 13 countries and 200 professional team across the regions.
The group is catering to both retail and institutional client's offering customised pricing and liquidity setups, in providing the world class trading services to its clients, with core values of Integrity, Collaboration, Curiosity, Tenacity, and Excellence.
Advantages of our client
- Better spreads (28 on gold)
- Better rebates ($15 on gold)
- Brokeree for copy trade
- Loyalty program for IBs - holidays, gold
- Fund support for IBs
- Client / cash back
- Deposit and trade prior to KYC - 30 seconds to register
About the role:
As part of the Client Success team, you will be responsible for handling the full sales process from converting registered leads into active live account holders, managing a portfolio of clients, and reactivating dormant accounts. Your knowledge of client platforms, products, and financial markets in general will enable you to effectively meet your targets and KPIs whilst adhering to the principles of Treating Customers Fairly.
Key Responsibilities:
- Introduce the company's products to clients through online and offline channels.
- Provide excellent service and communication skills with all leads and customers.
- Meet and exceed sales revenue targets.
- Develop new customers and maintain a good relationship with existing customers through social media, referrals, websites, previous contacts.
- Understand financial markets to excite potential clients about financial market movements.
- Collaborate with team members to achieve better results.
- Gather feedback from customers or prospects and share with internal teams.
- Handle the complete sales process from lead conversion to account management.
- Call prospective clients to promote our products and services to reach monthly account opening and turnover targets.
- Educate leads and clients how to use our trading platforms.
- Reactivation calls for clients that have not traded within a long period.
- Nurture relationships with business partners such as educators or signal providers.
- Work with marketing teams to create engaging content to aid acquisition and retention metrics.
- Consistently adhere to company compliance policies and procedures.
- Any other duties reasonably required for the role.
Experience and Qualifications:
- Possess at least a Diploma in a relevant field.
- 1-2 years of experience in sales and/or customer service, preferably within a stockbroking, CFD, or Forex sales
- environment.
- Strong verbal and written communication skills.
- Proficient in Microsoft Office applications.
- Fluency in both Thai and English is required; additional language skills are an advantage.
- Excellent communication skills and professional telephone manner.
- Energetic, highly motivated, and well-organized with strong time management skills.
- Good understanding of working within a regulated environment.
Originally posted on Himalayas