Retention Agents at CMTrading

JOB DESCRIPTION (Key Responsibilities):

• Customer Relationship Management
• Retention Strategy Execution
• Customer Needs Assessment
• Issue Resolution
• Customer Feedback Analysis
• Customer Retention Metrics Tracking
• Product Knowledge and Training

REQUIREMENTS (Skills & Qualifications):

•  High school diploma or equivalent; a bachelor's degree in a relevant field is a plus.
• Have 4 to 5 years of previous experience as a Retention Agent in a CFD company/ Forex Brokerage.
• Experience in account management, or sales role, focused on customer service retention specific to leveraged products and the effects on client accounts (Margin Call, Maintenance Margin etc).
• Excellent interpersonal and communication skills, both verbal and written.
• Strong problem solving and conflict resolution abilities.
• Have advanced knowledge of the CFD industry and its relevant products (FX/Shares/Commodities/Crypto etc).
• Possess the ability to explain fundamental industry related terms and concepts accurately and easily.
• Ability to read, analyze graphs and apply technical analysis on financial instruments.
• Ability to empathize with customers, understand their perspectives, and provide effective solutions.
• Proficiency in using customer relationship management (CRM) software and other relevant tools.
• Analytical mindset with the ability to interpret customer data and draw actionable insights.
• Selfmotivated/targetdriven, with the ability to work effectively both independently and as part of a team.
• Adaptability to handle diverse customer personalities and situations.
• Knowledge of the industry and market trends affecting customer retention.