Position: Retention Agent (Capital Markets)
Languages: PT
Industry: Capital Markets
Location: Sofia Bulgaria
Job Description:
- Serve as a primary contact for clients in the capital markets sector focusing on client retention and satisfaction
- Proactively engage with clients to understand their needs address concerns and provide tailored solutions to enhance client retention
- Utilize indepth knowledge of capital markets products and services to educate clients and promote retention
- Collaborate closely with the sales team to identify opportunities for upselling and crossselling to existing clients
- Analyze client data and trends to identify opportunities for retention strategies and client engagement initiatives
- Stay updated on market trends regulatory changes and industry developments to better support client retention efforts
- Maintain accurate records of client interactions and retention activities
Requirements:
- Fluency in Portuguese; knowledge of additional languages is a plus
- Prior experience in a clientfacing role within the capital markets industry
- Strong understanding of financial products market dynamics and client relationship management
- Excellent communication and negotiation skills
- Ability to work effectively in a fastpaced and competitive environment
- Proficiency in CRM tools and systems
Base Salary: Negotiable (Depending on experience)
Remote Work :
No