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- Promote the company's products and services through professional, courteous, and persuasive communication.
- Proactively manage the full sales cycle, from initial lead engagement to conversion, funding, and retention
- Drive account conversion efforts by encouraging new clients to fund and actively trade
- Identify opportunities to convert clients
- Educate clients on the company's platforms, systems, and financial products to enhance their trading knowledge and engagement
- Build and maintain strong, sustainable relationships with both new and existing clients.
- Actively follow up on client queries, providing timely feedback and delivering exceptional customer service
- Manage a portfolio of clients, focusing on trading volume growth, retention, and satisfaction.
- Address client inquiries promptly and accurately, ensuring an excellent service experience.
- Follow up on leads daily to maximize conversion and retention rates, supporting broader business growth objectives.
- Stay updated on financial markets and share relevant insights to support client trading decisions.
- Collaborate with internal teams such as Back Office, Compliance, and Marketing to streamline client processes and support seamless onboarding and servicing.
- Ensure full compliance with company policies, regulatory standards, and client documentation requirements.
- Complete mandatory training and pursue continuous professional development to maintain industry proficiency
- Proven experience in a hybrid client relationship role, ideally within the Forex or broader financial services industry
- Demonstrated ability to meet or exceed both conversion and retention KPIs
- Fluency in the local language of the target market and strong proficiency in written and spoken English, demonstrating exceptional professionalism and etiquette during client interactions
- A university degree in Finance, Economics, Banking, Business Administration, or a related field is an advantage
- Strong negotiation and closing skills, with the ability to convert leads into active clients and promote partnership opportunities
- Outstanding communication and networking abilities, coupled with professionalism and poise when speaking to clients
- Knowledge of technical and fundamental analysis and a solid understanding of the financial markets.
- Proficiency in CRM software and MS Office tools to manage client information and interactions effectively
- Problem-solving and initiative-taking skills, with the ability to expand business opportunities independently
Client Relationship Manager - Ho Chi Minh City - Squared Financial

1 tháng trước

Mô tả
Overview
The Client Relationship Manager will play a pivotal role in both client acquisition (conversion) and client retention, promoting the company's products and services through proactive, value-driven engagement. This hybrid role focuses on driving account funding, increasing trading activity, and nurturing long-term relationships with both prospective and existing clients. The successful candidate will combine excellent sales skills with a strong client service mindset to ensure a high-quality, compliant, and professional experience at every stage of the client lifecycle.
Responsibilities
Requirements
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Assistant Relationship Manager
Toàn thời gian MUFG- Ho Chi Minh City Branch
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Partner Relationship Manager
Toàn thời gian Zeal Group- Ho Chi Minh City
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Client Relationship Manager
Toàn thời gian Apex Group Ltd- Ho Chi Minh City
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Corporate Relationship Manager
Toàn thời gian MUFG- Ho Chi Minh City Branch
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Senior ETC Field Force Representative
Toàn thời gian Santen- Ho Chi Minh City
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Senior Health Representative
Toàn thời gian Pfizer- Ho Chi Minh City
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Health Representative
Toàn thời gian Pfizer- Ho Chi Minh City
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Senior Health Representative
Toàn thời gian Pfizer- Ho Chi Minh City
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Account Executive
Toàn thời gian CXM Direct LLC- Ho Chi Minh City
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Business Development Manager, AWM
Toàn thời gian Smith+Nephew- Ho Chi Minh City
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Senior Mechanical Engineer
Toàn thời gian Aurecon- Ho Chi Minh City
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Business Development Manager
Toàn thời gian Smith+Nephew- Ho Chi Minh City
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District Manager
Toàn thời gian Abbott Laboratories- Ho Chi Minh City
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Field Execution Manager
Toàn thời gian Unilever- Ho Chi Minh City
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Engagement Manager
Toàn thời gian OnebyZero Pte Ltd.- Ho Chi Minh City
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Strategic Agency Manager
Toàn thời gian Google- Ho Chi Minh City
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Head of Food sector
Toàn thời gian BSI- Ho Chi Minh City
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Key Account Manager
Toàn thời gian Signify- Ho Chi Minh City
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Key Account Manager
Toàn thời gian Signify Netherlands B.V.- Ho Chi Minh City
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Head of Freight Solutions Development
Toàn thời gian ZIM- Ho Chi Minh City
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Regional Head
Toàn thời gian AIA- Ho Chi Minh City, VN-AIA Vietnam