Account Manager
- Managed client portfolio, offering personalized support and assistance.- Analyzed daily market news and provided clients with clear market insights.- Educated clients on CFD trading and the company’s trading platform.- Offered strategic investment advice to optimize client portfolios.- Monitored accounts and implemented strategies to boost profitability.- Ensured effective client communication through phone, chat, and email.- Assisted with financial transactions and managed documentation.- Maintained knowledge of regulations and tax rates for accurate advice.- Developed strategies to increase client deposits and retention.- Balanced roles in sales, support, retention, and recovery to drive satisfaction and growth.