Retention Executive

About the Company

Zeal Group is an award-winning FinTech organization committed to offering innovative products and solutions. Established in 2017, we have rapidly expanded to a team of over 700 employees globally.

Responsibilities

• Proactively contact and build relationships with a portfolio of inactive clients to encourage resumed trading
• Execute reactivation campaigns to persuade clients to redeposit and trade
• Manage the full lifecycle of client reactivation in line with department policies
• Meticulously record all client interactions and status updates within the CRM system
• Collaborate with the Sales department to ensure seamless handovers
• Provide accurate data for weekly and monthly reports regarding reactivation rates and revenue

Requirements

• 4 years of extensive experience in Forex, Insurance, Real Estate, Banking, or Stock and Commodities Brokerage sales
• Strong financial market knowledge in FX, Stocks, and Commodities
• Proficiency in Technical and Fundamental Analysis
• Proven track record in a sales, retention, or customer success role
• Experience meeting and exceeding targets in a KPI-driven environment
• Excellent communication, negotiation, and interpersonal skills
• Proficiency in using CRM software