Account Manager (CFD)

We are seeking a proactive and service-oriented Client Relationship & Account Manager to join our dynamic team. This role is pivotal in driving dual growth through exceptional client service and sales acumen. You will be responsible for reactivating dormant client portfolios, converting inbound digital leads, and building long-lasting relationships through an omnichannel (online & offline) approach.

Key Responsibilities:

• Client Reactivation & Retention: Inherit and manage existing client portfolios from former sales representatives. Proactively reach out to dormant clients within our CRM system, re-engage their trading interests through professional service, and significantly enhance client stickiness and activity.
• Inbound Lead Conversion: Promptly respond to inbound inquiries generated from online channels (official website, mobile APP, etc.). Quickly identify client needs, provide professional guidance on CFD products, and efficiently convert leads into active, trading clients.
• Omnichannel Client Engagement (O2O): Utilize a hybrid "online communication + offline visit" service model. Maintain high-frequency touchpoints via phone calls and WeChat for daily interactions, and strategically arrange face-to-face visits for high-net-worth or high-potential clients to provide tailored solutions.
• Dual Service-Sales Drive: Rooted in exceptional customer service, closely monitor clients' trading experiences and risk management. Uncover potential business opportunities within strict regulatory and compliance frameworks, and actively achieve the company's sales and service targets.