Account Manager responsible for employee benefits account management and client relations in a brokerage environment. Supporting clients with compliance, open enrollment, and claims management.
About the role
- Account Manager facilitating client relationships in forex and CFD trading. Primarily focused on providing personalized support and guidance to enhance client trading experiences.
Responsibilities
- Actively promote the company’s products and ensuring a high level of customer service.
- Provide users with relevant consulting services and handle problems and complaints through both telephone and online channels.
- Monitor individual and team performance to consistently meet and exceed KPIs and sales targets, demonstrating a commitment to excellence in all aspects of the role.
- Maintain good relationships and build strong client support through ongoing engagement and develop quality service to clients.
- Monitor the team's productivity and efficiency, ensuring optimal and effective allocation of resources.
- Maintain and enhance the consistency of sales service performance standards and benchmarks through ongoing improvements.
- Maintain proper follow-ups with client on a timely manner as per procedures and policies set by the company.
- Ability to maintain, develop, and convert individual client, by giving appropriate guidance and information to clients.
- Improving the operations of Sales, Support, and Marketing teams involves overseeing their day-to-day activities, optimizing processes, and ensuring alignment with the organization's goals.
- Acts as a brand ambassador for EC Markets & provide effective leadership to their team.
- Stay updated on financial market trends and communicate market updates to clients clearly and effectively.
- Follow the company’s compliance policies and procedures with regards to processing client documentation and other relative matters.
- To assist clients with Opening new accounts and build a new client base.
- It is important to know all the features and benefits of all products, services, promotions, bonuses, and trading systems offered to better educate the client.
- To ensure that all up-selling and cross-selling opportunities are capitalised upon.
- Provide direction and guidance to clients for using the Company's trading system.
Requirements
- At least 1-2 years of experience as sales teams in the financial services industry.
- Profound/intermediate knowledge about CFDs, Equities, Crypto-Currency market.
- Proficiency in English (both written and verbal).
- Computer literate, good capacity of Microsoft Office applications.
- Proven ability to negotiate effectively with clients to achieve favorable outcomes.
- Dynamic, innovative and target driven.
- Ability to work independently and taking the initiative to expand the client base.
- Ability to work to handle high-pressure and fast-paced environment.
- Fluency in English and Thai is a MUST.
Benefits
- Competitive salary and performance-based incentives.
- Professional development and training opportunities.
- Collaborative and innovative team environment.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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