Anonymous professional profile · 018292FD
Forex Conversion Floor Management, Client Retention and Sales Operations Professional
Forex and CFD sales professional with four source-reported years of conversion, onboarding and account-relationship experience. Has managed conversion floors and coached sales agents, overseeing performance KPIs, recruitment interviews, customer communication, CRM operations and compliance procedures. Previous conversion work includes prospect outreach, first-time-deposit support, platform orientation and customer identity checks across multiple international markets. More recent client-relationship responsibilities cover retention, trading-platform explanations, account funding, inactive-client re-engagement, dispute resolution and coordination with payments, dealing and support teams. Familiar with payment options including bank transfers, cards and crypto transfers, and with adherence to jurisdiction-specific trading and KYC requirements. Combines active client-facing selling with supervisory, training, commercial reporting and operational problem-solving experience.
- Candidate reference
- 018292FD
- Candidate-provided location
- Limassol, Cyprus
- Languages
- English
City and country are candidate-provided and have not been independently verified.
Professional background
Professional experience
Overall employment totals and source-reported industry experience are separate claims. Read the profile summary for the supported distinction.
Client Relationship Manager — Trading Services
Managed post-onboarding relationships, trading activity and client retention, explained CFD products and platform features, coordinated deposits and account issue resolution with payments, dealing and support teams.
Conversion Floor Manager
Managed sales agents and CRM operations, conducted recruitment interviews, monitored conversion and funding KPIs, coached agents, and supported compliant deposit and onboarding procedures.
Conversion Team Leader
Trained new conversion agents, supported quality and regulatory procedures, supervised sales activity, coordinated funding routes and reviewed performance.
Forex Conversion Agent
Contacted prospects, supported platform activation and first-time deposits, coordinated client identification and payment processes, and followed company and regulator procedures.
Client Onboarding Officer
Guided prospective trading clients through account orientation, identity checks and first funding, coordinating customer communications and compliance-related documents.
Scope: Conversion Floor Manager and team-leading experience
Capabilities
- Forex and CFD conversion sales
- First-time-deposit onboarding
- Customer relationship management and retention
- Lead generation and prospect outreach
- Sales floor supervision
- Sales team training and coaching
- Recruitment interviews
- KPI monitoring and daily reporting
- CRM and sales operations
- Client KYC documentation support
- CFD leverage and margin explanations
- Trading platform orientation
- Payment-method coordination
- Client account reactivation
- Regulatory and procedure compliance
- Sales process optimization
- Cross-functional coordination with payments and dealing teams
- Complaint and account issue resolution
Tools and platforms
- CRM platforms
- Trading platform and account systems
- Payment methods including bank transfer, cards, QR and crypto
- Telephone, email and messaging communication
Industry experience
- Forex and CFD brokerage
- Trading-platform services
- Financial sales and client services
- Payments and client onboarding
Education and training
Business Management studies with marketing focus, with no verified degree completion. Secondary-level examination qualifications across business, accounting, information technology and other subjects.
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