Προσωπικός λογαριασμός Είσοδος και εγγραφή
Δημιουργία αγγελίας

Retention agent

Επαρχία Λεμεσού, Λεμεσός - Άγιος Αντώνιος
Καταχωρήθηκε: 11.08.2025 15:50 Kωδ. αγγελίας: 5941930
Μεταφράστε σε: Ελληνικά English Русский Deutsch
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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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