Retention Desk Executive (Indian Desk)

Company Description

PioneerVision Consultant is a dynamic financial services company committed to delivering customized solutions to individuals. Our goal is to empower clients to achieve their financial aspirations with confidence. With a focus on efficiency and customer satisfaction, we provide strategic expertise and innovative services tailored to meet unique financial needs.

Key Responsibilities

We are seeking a full-time Retention Desk Executive (Indian Desk) to join our team on-site in Dubai. This role involves,

Identify opportunities to upsell and cross-sell trading products/services to existing clients.

Provide tailored information aligned with evolving client needs and market conditions.

Collect and analyze client feedback on their trading experience.

Conduct regular check-ins and proactive outreach to strengthen engagement.

Provide training, guidance, and support to help clients maximize trading opportunities.

Follow company risk management processes and policies.

Identify, assess, and mitigate potential business and customer risks.

Achieve and exceed daily, monthly, and quarterly retention, sales, and upselling targets.

Stay updated with industry trends, platforms, and market dynamics.

Apply insights to strengthen retention strategies and boost client satisfaction.

Building and maintaining strong client relationships through regular communication and excellent service.

Ensure a cohesive, strategic approach to retention and business growth.

Understand customer needs, addressing concerns, and manage risks proactively.

Ensure consistently high levels of satisfaction and loyalty.

Ideal Candidate Profile

Minimum 1 year of experience in Forex/Online Trading (sales, account management, or retention).

Proven track record in managing high-ticket sales and achieving strong deposit volumes.

Strong understanding of trading platforms, retention tools, and client psychology.

Smart, proactive, and resourceful, with strong persuasion and negotiation skills.

• Target-driven, resilient, and motivated by results.

Why Join Us

Competitive salary + Commission

Work in a diverse, international environment.

All leads provided no need to bring your own book of clients.

Excellent career growth in a fast-paced, performance-oriented culture.