22 oct
|
MultiBank Group
|
Bogotá
22 oct
MultiBank Group
Bogotá
Welcome to MultiBank Group, a general financial pioneer established in 2005 in California and now proudly headquartered in Dubai, UAE. We specialize in delivering cutting-edge trading technology, unparalleled liquidity, and exceptional customer service. Our extensive range of financial products includes Forex, Metals, Shares, Indices, Commodities, and Cryptocurrency CFDs. Join our thriving community of over 2 million clients across 100 countries, contributing to a daily trading volume exceeding US$ 35 billion. As a heavily regulated institution with oversight from 18+ financial regulators across 5 continents, and recipient of over 80 financial awards, MultiBank Group is devoted to innovation, excellence, and empowering our clients to achieve their financial goals. Role Overview: We are seeking a results-driven Forex Account Manager – Conversion Agent, based in Colombia, to convert newly registered leads across the LATAM region into active, funded trading clients. The role requires strong sales and persuasion skills, a solid understanding of the Forex markets, and the ability to guide clients through onboarding and their first deposit while maintaining the highest level of customer satisfaction and compliance.
Key Responsibilities
• Lead Conversion: Contact and engage newly registered leads via phone, WhatsApp, and email, converting them into first-time depositors (FTDs).
• Client Onboarding: Guide prospective clients through account opening, KYC/document verification, funding methods, and trading platform setup.
• Product Advisory: Present Forex and CFD products, account types,
and trading platforms tailored to each client's experience level and trading goals.
• Objection Handling & Follow-Up: Overcome client objections and consistently follow up on warm and pending leads to maximize conversion rates.
• Pipeline Management: Maintain accurate records of all client interactions, lead status, and sales activity in the CRM.
• Payments Support: Promote local LATAM payment methods and assist clients with deposit-related queries in coordination with the Payments team.
• Risk Management
Education:
Educate new clients on the risks of leveraged trading and the importance of sound risk management.
• Sales Performance: Achieve or exceed monthly KPIs, including call volume, FTD count, conversion rate, and deposit value; report on sales activities regularly.
• Market Feedback: Share insights on LATAM client needs, lead quality, and competitor offerings to support regional sales and marketing strategies.
• Internal Collaboration: Coordinate with internal teams (retention, marketing, payments, support, and compliance) to ensure a smooth client journey from registration to first trade. Qualifications & Requirements
•
Education:
Bachelor's degree in Finance, Business, Economics, or related field is preferred; Forex certifications are a plus.
•
Experience:
Minimum 2 years of sales or conversion experience, preferably within Forex, CFD brokerage, or financial services.
• Language: Native or fluent Spanish is required; English is a strong plus.
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Location:
Based in Colombia, with strong knowledge of the Colombian and wider LATAM market.
• Forex Knowledge: Solid understanding of Forex markets, leverage, margin, and basic trading concepts.
• Sales
Skills:
Proven track record of meeting or exceeding FTD and conversion targets in a high-volume, target-driven environment.
• Communication: Excellent phone presence, persuasion, and negotiation skills with the ability to explain trading concepts clearly.
• Technology: Proficiency with Forex trading platforms (e.g. MT4/MT5, cTrader, etc.) and CRM systems.
• Adaptability: Comfortable working in a fast-paced, dynamic, and evolving market environment. Why Join Us?
• Work with an industry-leading global financial institution.
• Competitive salary and comprehensive employee benefits.
• Opportunities for professional growth and career advancement.
• Collaborative, inclusive, and dynamic work environment.
• Commitment to innovation and professional excellence. Become part of our international community at MultiBank Group, dedicated to excellence, innovation, and shaping the future of finance.
📌 Account Manager | FX (Bogotá)
🏢 MultiBank Group
📍 Bogotá