Full job description

Key Responsibilities

  • Engage with prospective clients and convert inquiries/leads into active forex clients
  • Explain forex products, platforms, and processes clearly to clients
  • Handhold clients end-to-end, including account opening, KYC documentation, funding, and platform setup
  • Coordinate with internal teams (compliance, operations, trading support) to ensure smooth onboarding
  • Assist clients with basic platform navigation and trading-related queries (non-advisory)
  • Maintain regular follow-ups to ensure client activation and retention
  • Resolve client concerns promptly and ensure a high level of customer satisfaction
  • Maintain accurate client records and onboarding status
  • Ensure adherence to company policies and regulatory requirements
  • Support retention initiatives and upselling/cross-selling where applicable

Job Type: Full-time


Leave a Reply

Your email address will not be published. Required fields are marked *