Contact Potential clients upon registrations, via phone, email and live chat.
Promote and sell the company’s products and services.
Profile Clients/Potential Clients to determine level of service and client’s experience.
Assist clients with account opening and required documents online and offline.
Arrange all necessary information required of client documentation (KYC).
Assist clients and provide guidance on the use of the company’s products and services.
Follow up on clients trading accounts and financial market conditions if needed.
Follow up on clients’ queries related to funding/withdrawal requests.
Maintain and strengthen customers’ relationships by making the company’s identity stronger.
Listen to customers’ requirements and present the best possible solution to establish a new business opportunity in a timely and accurate manner.
Manage clients’ expectations & listen to customer’s requirements and present the best possible solution in accordance with the company's best practice guidelines.
Update CRM database with all inbound/outbound communication with clients/potential clients.
Follow up with non-active clients/potential clients and update clients about new products and features.
Report and assist the Team Leader and Manager with any problem arises with customer or any other issues related to the assigned duties for an effective solution.
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