Retention Agent

4 days ago


Randburg, Gauteng, South Africa RMGtalent Full time

Job Title : Retention Agent Forex Company

Location : Johannesburg South Africa

Job Description :

As a Retention Agent at our well-established forex company based in Johannesburg, you will be instrumental in maintaining and enhancing our relationships with existing clients. Your primary focus will be on ensuring client satisfaction and loyalty through excellent customer service and personalized support.

Key Responsibilities :

  1. Client Retention and Relationship Management : Develop and execute tailored retention strategies to maintain and enhance client relationships. Engage with clients through various communication channels (phone, email, chat) to address their needs and concerns.
  2. Customer Support : Provide timely and accurate assistance to clients regarding trading platforms, account inquiries, and general trading-related questions. Offer guidance on market trends and trading strategies to help clients achieve their trading goals.
  3. Issue Resolution : Investigate and resolve client complaints or issues in a professional and empathetic manner. Collaborate with internal teams to address technical issues, compliance matters, or other client-related concerns promptly.
  4. Account Management : Proactively monitor client accounts and trading activity to identify opportunities for upselling or cross-selling additional products and services. Provide personalized recommendations based on client needs and market conditions.
  5. Compliance and Documentation : Ensure all client interactions and transactions comply with regulatory requirements and company policies. Maintain accurate records of client communication and account activities for compliance purposes.
  6. Performance Analysis : Track and analyze key performance indicators (KPIs) related to client retention, satisfaction, and revenue generation. Identify trends and areas for improvement to enhance retention efforts.

Qualifications :

Fluent in English (written and verbal); additional language skills are a plus. Excellent communication and interpersonal skills. Previous experience in customer service, sales, or retention roles preferred. Knowledge of financial markets and forex trading is advantageous. Ability to work effectively in a fast-paced and dynamic environment. Strong problem-solving abilities and attention to detail.

What We Offer :

Competitive salary with performance-based bonuses. Comprehensive training and development programs. Opportunities for career advancement within the company. Supportive and collaborative work environment. Health and wellness benefits.

Join our team and play a crucial role in fostering long-term relationships with our clients while contributing to the growth and success of our forex company. Apply now to embark on a rewarding career in the financial services industry

Skills :

  • Proactive
  • Training and Development
  • Trading
  • Supportive
  • Relationship Management
  • Attention to Detail
  • Interpersonal Skills
  • Customer Service
  • Compliance
  • Excel
  • Customer Support
  • Account Management
  • Documentation
  • Revenue Generation
  • Trends
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