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Retention Specialist
PioneerVision Consultant
Dubai, UAE
Full Time
Mid
Onsite
1 months ago
Client Relationship ManagementForex Trading ProductsCFDsFinancial MarketsNegotiationCRM Systems
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Client Relationship ManagementForex Trading ProductsCFDs
About the Role
PioneerVision Consultant seeks a Retention Agent for the Forex industry in Dubai, UAE. The role involves managing client portfolios, fostering long-term relationships, and achieving retention targets, requiring 1-3 years of experience in Forex retention or client relationship management.
Key Skills for This Role
Client Relationship ManagementForex Trading ProductsCFDsFinancial MarketsNegotiationCRM Systems
Responsibilities
- Manage and maintain relationships with an assigned portfolio of Forex clients
- Proactively engage with clients through calls, emails, and other communication channels to strengthen relationships and improve client retention
- Identify opportunities to increase client activity and overall engagement
- Understand clients' financial goals and provide personalized support and solutions
- Monitor client satisfaction and address concerns in a timely and professional manner
- Collaborate with internal departments to ensure a seamless and positive customer experience
- Achieve individual retention, revenue, and performance targets
- Maintain compliance with company policies, industry regulations, and internal procedures
- Keep accurate records of client interactions and activities within the CRM system
Requirements
- Proven experience as a Retention Agent within the Forex, CFD, or Financial Services industry
- Strong understanding of Forex trading products and financial markets
- Excellent communication, interpersonal, and negotiation skills
- Ability to build trust and maintain long term client relationships
- Results driven with a proactive and customer focused approach
- Strong organizational and time management skills
- Fluency in English is required
- Minimum 1–3 years of experience in a Retention Agent, Account Manager, or Client Relationship role within the Forex, CFD, or Financial Services industry
Full Job Posting
The Role
- We are seeking an experienced and motivated Retention Agent to join our growing Forex team in Dubai.
- The successful candidate will be responsible for managing and retaining an existing portfolio of clients, fostering long term relationships, and enhancing client engagement and satisfaction.
Key Responsibilities
- Manage and maintain relationships with an assigned portfolio of Forex clients.
- Proactively engage with clients through calls, emails, and other communication channels to strengthen relationships and improve client retention.
- Identify opportunities to increase client activity and overall engagement.
- Understand clients' financial goals and provide personalized support and solutions to meet their needs.
- Monitor client satisfaction and address concerns in a timely and professional manner.
- Collaborate with internal departments to ensure a seamless and positive customer experience.
- Achieve individual retention, revenue, and performance targets.
- Maintain compliance with company policies, industry regulations, and internal procedures.
- Keep accurate records of client interactions and activities within the CRM system.
Requirements
- Proven experience as a Retention Agent within the Forex, CFD, or Financial Services industry.
- Strong understanding of Forex trading products and financial markets.
- Excellent communication, interpersonal, and negotiation skills.
- Ability to build trust and maintain long term client relationships.
- Results driven with a proactive and customer focused approach.
- Strong organizational and time management skills.
- Ability to work effectively in a fast paced and target oriented environment.
- Fluency in English is required; additional languages are considered an asset.
Preferred Profile
- Minimum 1–3 years of experience in a Retention Agent, Account Manager, or Client Relationship role within the Forex, CFD, or Financial Services industry.
- Strong understanding of Forex trading products, financial markets, and client lifecycle management.
- Demonstrated success in achieving retention, revenue, and client engagement targets.
- Excellent verbal and written communication skills with a professional and persuasive approach.
- Strong relationship building and problem solving abilities.
- Ability to identify client needs and provide tailored solutions that enhance customer satisfaction and loyalty.
- Self motivated, proactive, and results oriented mindset.
- Comfortable working in a fast paced, performance driven environment.
- Strong organizational skills with the ability to manage multiple client accounts effectively.
- Fluency in English is required; additional languages such as Arabic, French, Spanish, Italian, German, or Portuguese are highly desirable.
- Familiarity with CRM systems and client management tools is an advantage.
Personal Attributes
- Customer centric and relationship focused.
- Professional, confident, and resilient.
- Strong work ethic and accountability.
- Team player with a collaborative attitude.
- Adaptable and capable of thriving under pressure.
About the company
- A dynamic financial services company offering tailored solutions to help individuals and businesses achieve their financial goals with confidence and efficiency.
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