Retention Account Manager

VCG Markets

Responsibilities:

• Proactively manage a portfolio of active and dormant retail traders to increase trading frequency and engagement.
• Develop strong client relationships through regular calls, WhatsApp, and email communication.
• Provide tailored support to high-value clients and identify upselling opportunities.

Sales and Revenue Growth

• Achieve monthly and quarterly targets related to traded volume, net deposits, ARPU, and retention rate.
• Promote trading incentives, loyalty programs, and new platform features to increase activity.
• Reactivate dormant or low-activity clients through structured win-back campaigns.

Trading Support & Education

• Assist clients in understanding platform tools, instruments, and market opportunities.
• Guide clients on how to optimize their trading experience and manage risk effectively.
• Collaborate with research and education teams to share market insights with clients.

Client Segmentation & Follow-Up

• Work with CRM systems to manage and prioritize follow-ups based on client value and activity.
• Implement segmented workflows for standard, premium, and HNW clients.
• Identify clients at risk of churn and take proactive steps to retain them.

Cross-Functional Collaboration

• Coordinate with compliance, payments, and customer support to ensure smooth client experience.
• Share client feedback with product and marketing teams to improve offerings and engagement.