Purpose of Role/Summary
The account manager is responsible for closing potential leads via phone, ensuring clients receive exceptional service, and maintaining long-term relationships to maximize deposits, trading volume, and client satisfaction. This role requires strong communication skills, a passion for sales, and the ability to thrive in a fast-paced financial environment.
Main Activities and Responsibilities
•Educate clients about INGOT Brokers' account types, services, offers, and financial instruments
•Maintain strong follow-up with clients post-sale to ensure satisfaction, resolve issues, and encourage additional deposits and trading activity
•Close qualified leads through outbound phone calls using effective sales techniques
•Promote new features, new promotions, and updates to existing clients to boost retention and loyalty
•Track and meet individual KPIs and performance goals
•Collaborate with internal departments to ensure smooth onboarding and client experience
•Perform other duties relevant to the scope of the role, as assigned
•Any other duties relevant to the role
Required Skills & Experience
•1+ year of experience in the financial industry OR
•2+ years of experience in telesales or a sales-related role
•Proficiency in English
•Excellent communication and interpersonal skills
•Strong sales and deal-closing ability
•Client-focused approach with high problem-solving capabilities
•Familiarity with trading platforms, account types, instruments, spreads, etc will be an advantage
•Comfortable with email, Excel, and using online platforms for communication and reporting
•Effective time management and organizational skills
•Creative thinking and a positive attitude
•Goal-oriented and self-motivated
•High energy and resilience under pressure
•Professionalism and accountability
•Team player with a collaborative attitude
Further Info
•Working hours are 09:00 – 18:00 Monday to Friday
•The role is in Nairobi, Kenya
•Friendly and fun working environment
•Paid annual leave entitlement
•A competitive compensation package which includes great benefits
