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Client Acquisition Executive

0 years

0 Lacs

India

Posted:23 hours ago| Platform:

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Skills Required

documentation trading resolve onboarding crm report signal communication

Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities: Proactively reach out to potential leads and convert them into active clients. Explain the account opening process clearly and assist clients in completing documentation and KYC requirements. Guide clients through broker platform registration (e.g., MT4/MT5). Follow up regularly to ensure clients fund their trading accounts. Coordinate with broker partners to resolve onboarding issues or delays. Maintain accurate records of client progress in CRM and report daily/weekly updates to the team lead or manager. Educate clients on basic platform use, signal access, and trading readiness. Act as the first point of contact for new clients and ensure a positive onboarding experience. Qualifications: Minimum Graduate or Post Graduate. Experience in sales, client onboarding, or brokerage services (Forex/Comex preferred). Excellent communication and interpersonal skills. Basic understanding of trading platforms (MT4, MT5, etc.) and brokerage operations is a plus. Goal-oriented, organized, and self-motivate. Job Types: Full-time, Permanent Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Cell phone reimbursement Health insurance Paid sick time Paid time off Provident Fund Schedule: Day shift Supplemental Pay: Commission pay Performance bonus Yearly bonus Work Location: In person

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