Job Title

Retention Agent

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Job Description

We are looking to recruit a Retention Agent to join a start up company within the financial services industry. If you are confident, energetic and enjoy working towards a target, we would like to hear from you.

What is expected of you? 

  • Manage ongoing client relationships and portfolios 
  • Keep abreast of market information and ensure clients are informed of these updates 
  • Provide training to clients on the use of the platform and deposit process 
  • Help maintain high levels of client acquisition, retention and reactivation 
  • Ensure responsible trading and compliance with all regulations and company policies 
  • Minimise revenue loss through ensuring compliance 
  • Successfully present products by using effective sales and persuasion skills in addition to solid product knowledge 
  • Collaborate with sales managers to upsell 
  • Inform management of client risks 
  • Work towards and achieve set sales targets given by management 
  • Work professionally with retention-related departments 
  • Ensure clients have real account balances in the market 
  • Obtain KYC documentation from clients 
  • Complete special projects and miscellaneous duties as prescribed by Management

What are you expected to bring? 

  • Excellent spoken and written English 
  • European language advantageous 
  • Be assertive, strong and confident 
  • Have a capacity for listening, dealing with confrontation and overcoming objections 
  • An ability to work under pressure 
  • Must be able to multi-task 
  • Must be flexible and willing to adapt 
  • Energetic 
  • Punctual 
  • MS Office and G-Suite 

What's in it for you? 

  • Multi-cultural working environment
  • Attractive remuneration package

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