Trading Client Relationship Executive

Job Description

REQUIREMENTS

• Bachelor’s degree is preferred.
• Minimum 1 year of experience in any of the following:
• Forex Industry
• Financial Markets
• Banking Sales
• Insurance Sales
• Client Relationship Management
• Customer Service
• Business Development or Sales
• Strong communication, negotiation, and interpersonal skills.
• Ability to build trust and maintain long-term client relationships.
• Target-oriented with a positive and professional attitude.
• Good computer skills, including Microsoft Office and CRM software.
• Strong organizational and time-management skills.
• Willingness to learn about financial markets and company products.

Language Requirements

• Tagalog– Mandatory
• English – Mandatory

RESPONSIBILITES

• Build and maintain strong relationships with prospective and existing clients.
• Contact and follow up with qualified leads through calls, WhatsApp, email, and virtual meetings.
• Understand client requirements and recommend suitable educational programs and trading solutions.
• Conduct professional product presentations and consultation sessions.
• Manage student enrollments, deposits, and course upgrades.
• Coordinate webinars, seminars, and client engagement activities with internal teams.
• Maintain accurate CRM records and daily follow-up activities.
• Provide basic guidance regarding financial markets and company products.
• Ensure excellent customer service and long-term client satisfaction.
• Generate business opportunities from existing customer accounts through relationship management.
• Achieve monthly sales, revenue, and performance KPI targets.
• Collaborate with different departments to ensure a smooth client experience.

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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