Job Details
Skills And Tools:
Job Description
· Achieve a minimum of 30 effective telephone calls on a daily basis.
· Log details of all phone conversations and incoming/outgoing emails in the crm.
· Ensure follows up tasks are called at least 2-3 times per day or rescheduled for the next day when there is no reply.
· Increase the total number of active traders in portfolio.
· Increase the lifetime value “LTV” of clients.
· Increase overall value of the portfolio.
· Up sell the company’s products and services.
· Inform other departments of any relevant news update or information about clients legal standing.
· Emergency standby shifts due to major market moves as required.
Job Requirements
· Contact new clients the same day they are assigned.
· Contact new clients minimum 2/3 times a week for the first month.
· Establish client’s level of experience, suitability, knowledge & raise awareness of risks associated with leverage trading.
· Profile clients to determine potential value and level of service expectations.
· Provide training to clients on use of platforms, portals, features and terminologies.
Material for training
Provide advance technical & fundamental training as per client profile Material for training.
Provide coaching and guidance to clients in relation to their trading strategy and risk management Material for training.
· Follow up and provide assistance to clients regarding their trading positions & pending orders.
· Follow up with clients trading accounts when on Margin call or Maintenance Margin (Friday / Daily Hedge)
· Follow up on ‘stopped out’ client trading accounts.
· Priority follow up with clients whose accounts hold open positions that are affected by market volatility, news, breaking news, change in market direction, support/resistance levels broken etc.…
· Contact existing clients in a timely manner depending on trading activity and provide market updates depending on profile.
· Provide risk management training as per client profile.
· Follow up on Inactive & Dormant clients.
· Follow up on clients with withdrawals to ensure quality of service.
· Encourage clients to refer new business.
· Manage client’s expectations & listen to customer’s requirements and present the best possible solution in accordance with the company’s best practice guidelines.
· Act in the best interest of the client accordance with the “Best Practice Guidelines” and ensure any issues or conflict is reported to superior.
· Achieve a minimum of 150 minutes telephone communication on a daily basis.