Anonymous professional profile · 92AEF0FC
Portuguese-Speaking Forex and CFD Client Retention Account Manager
Portuguese-speaking sales and account-management professional with experience in wholesale call-centre prospecting and Forex/CFD customer retention. Reports four years in retention-oriented activity, including client portfolio management, trading-account engagement, CRM follow-up and business development for Brazilian-market customers. Previous responsibilities involved negotiating with clients, monitoring trading engagement and risk, building repeat relationships and supporting trading-volume growth through personalized communication. Earlier call-centre and wholesale sales work developed lead acquisition, portfolio development and customer service skills. Completed secondary education and practical courses in B2B sales, customer service, computing, financial markets and cryptocurrency. The team-leader vacancy is an applied-for target; the evidence demonstrates account management and retention, not an explicitly titled team-leadership appointment.
- Candidate reference
- 92AEF0FC
- Candidate-provided location
- Limassol, Cyprus
- Languages
- Portuguese, Spanish, 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.
Forex and CFD Account Manager
Managed trading-client portfolios, CRM activity, relationship development, retention and financial-market engagement, using personalized follow-up and monitoring to support growth.
CFD Client Retention Account Manager
Supported high-value client relationships, trading activity and customer lifecycle, negotiating and coordinating initiatives intended to improve retention and account engagement.
Wholesale Call-Centre Sales Associate
Prospected new customers and handled telephone-based wholesale selling, portfolio development, client follow-up and business growth.
Capabilities
- Forex and CFD client retention
- Trading account relationship management
- CRM management and customer follow-up
- Client prospecting and acquisition
- Wholesale and call-centre sales
- Business-to-business selling
- Portfolio growth and client lifecycle support
- Sales negotiation and relationship building
- Trading activity and risk monitoring
- Customer engagement and problem solving
- Financial markets familiarity
- Customer revenue retention
- Commercial communication
Tools and platforms
- Customer relationship management systems
- Microsoft Office 365
- Microsoft Excel
- Telephone and call-centre sales channels
Industry experience
- Forex and CFD brokerage
- Financial client services
- Wholesale distribution and call-centre sales
Education and training
Completed secondary schooling. Additional vocational courses in customer service, B2B and wholesale sales techniques, advanced computing, cryptocurrency fundamentals and stock/investment analysis.
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