Conversion Agent

Há 13 horas

Lisboa, Portugal Infinox Global Tempo integral

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About Us
We are a global online CFD brokerage that offers clients the opportunity to trade the financial markets with industry-leading technology and a premium Customer Support. Our global presence means that we have offices in over 15 countries and are regulated in multiple jurisdictions. We are an award-winning firm driven by our culture of Integrity, Ambition, Inspiration and Excellence. We strive to compete in an ever evolving and challenging environment whilst ensuring our clients are valued and serviced at the center of our business.
Role Overview
We are seeking a Conversion Agent
. This role primarily focuses on servicing new
Retail Clients
by managing client lifecycle—from onboarding to First Time Deposit. Collaboration with internal stakeholders across
Customer support, Trading Operations, Payments
is essential for success in this role.
Key Responsibilities
Assist new Clients with first deposit
and guide through the platform.
Nurture
client relationship though multi-channel
communication.
Implement
effective strategies
to increase client conversion.
Assist Client
with payment methods, queries and requests.
Create
reliable first impression
with Retail clients.
Upsell relevant products
based on client behavior and preferences.
Provide educational support
to enhance clients' Forex trading skills.
Maintain
accurate records in CRM
system.
Ensure all
interactions comply
with regulatory
and internal standards.
Deliver a
premium service
to ensure client satisfaction.
Key Performance Indicators (KPIs)
Consistently
meet/exceed KPIs.
Uphold
high standards of professional conduct
in all client interactions.
Complete assigned tasks within the required time frame and at a high standard.
Foster
strong working relationships
with
internal stakeholders.
Cultivate
trust and rapport
with clients to enhance long-term relationship.
Essential Skills & Experience
Fluency in Spanish;
English language is essential.
Experience in
Sales and/or Client Support
roles minimum 6 month.
Strong understanding of
FX & CFD products.
Self-motivated and target driven
.
Excellent
communication and interpersonal abilities
.
Experience Proficiency in
CRM system
.
Ability to
adapt to change quickly and effectively
.
Soft Skills
Strong
team player
with a sense of
individual responsibility
.
Problem-solving mindset with a
proactive approach
.
Effective
collaborator
across departments.
Eager to
learn and absorb new information
.
Client-oriented
with a commitment to build long term relationship.
Additional Information
Ability to work
onsite
from
13:***:00
, from Monday to Friday.
Opportunity to
attend industry events
and network with clients.
International team
and dynamic work environment.
Benefits
Private
Medical Insurance.
5 additional paid sick leave
days.
Birthday Leave
to celebrate your special day.
Permanent
Employment Contract.

Conversion Agent

Guarde esta oferta e mantenha a sua pesquisa organizada

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