Retention Manager

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CXM

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2015

💸 Finance

💳 Fintech

Finance • Fintech

CXM is an online financial services firm that operates as a brokerage platform offering Forex and CFD trading to clients. The company enforces regional access restrictions for regulatory compliance and provides risk warnings about the high-risk nature of leveraged trading. CXM also offers customer support for access and compliance inquiries.

📋 Description

• Manage a portfolio of existing trading clients. • Build strong relationships through phone, WhatsApp, and email. • Share market updates, product information, and relevant promotions. • Encourage repeat deposits and increased trading activity. • Re-engage dormant clients and identify growth opportunities. • Work closely with internal teams to resolve client issues promptly. • Maintain accurate CRM records and client activity updates. • Achieve retention, deposit growth, and client engagement targets.

🎯 Requirements

• Experience in Forex, CFDs, brokerage, fintech, or financial services. • Proven client relationship or account management experience. • Good understanding of financial markets and trading products. • Strong communication and negotiation skills. • Comfortable working with KPIs and CRM systems. • Self-driven and able to work independently in a remote environment.

🏖️ Benefits

• Opportunity to make a direct impact on client success • Work with a collaborative global team • Be rewarded for delivering outstanding results