Retention agent
- Τύπος εργασίας: Μερική απασχόληση
- Εμπειρία: Οποιαδήποτε
- On-site/Remote: Hybrid
Professional Summary
Results-driven Retention Specialist with proven success in managing and growing high-value client portfolios for offshore Forex brokerage operations. Skilled at building strong client relationships, maximizing lifetime value, and achieving consistent portfolio growth with Tier 1 English-speaking clients. Demonstrated ability to handle 15–20 active clients monthly, delivering over $150,000 USD in total monthly deposits, and tailoring retention strategies based on country-specific client behavior.
Core Competencies
Client Retention & Relationship Management
Upselling & Cross-selling Strategies
High-Value Portfolio Management
Tier 1 Market Focus (UK, Canada, Australia, New Zealand, Ireland, Singapore, Hong Kong)
Forex Trading Products & Platforms (MT4/MT5, WebTrader)
Sales Pipeline Optimization & CRM Systems
Data-Driven Decision Making
Negotiation & Conflict Resolution
Compliance & KYC Procedures
Professional Experience
Retention Specialist – Offshore Forex Broker
Company Name — Location | MM/YYYY – Present
Managed 15–20 high-value clients on a monthly basis, with a focus on Tier 1 English-speaking markets.
Achieved consistent portfolio deposit growth, reaching $150,000+ USD in monthly deposits across client accounts.
Developed and implemented customized retention plans tailored to individual client needs, increasing portfolio LTV year-over-year.
Conducted regular portfolio reviews and performance updates to maintain client engagement and trust.
Leveraged CRM tools to track activity, manage follow-ups, and identify upsell opportunities.
Coordinated with the trading desk to deliver personalized trading insights and maximize client profitability.
Key Achievements:
Consistently exceeded retention and deposit KPIs for 12 consecutive months.
Education
Bachelor’s Degree in Business Administration / Finance (or relevant field)
University Name — Graduation Year
Availability
Available with 2 weeks’ notice
Additional Information
Willingness to work in offshore financial services environments
Familiar with compliance regulations in high-risk financial industries
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